Morton Brown Family Wealth, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 15,636 shares of SCHI stock, worth $346,493. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,636Holding current value
$346,493% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
213Shares Held
30.1MCall Options Held
0Put Options Held
0-
Campbell Wealth Management5.68MShares$126 Million11.29% of portfolio
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River Front Investment Group, LLC Richmond, VA4.16MShares$92.3 Million4.63% of portfolio
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Envestnet Asset Management Inc3.73MShares$82.7 Million0.06% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.39MShares$52.9 Million0.02% of portfolio
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Raymond James & Associates St Petersburg, FL1.12MShares$24.9 Million0.03% of portfolio