Morton Brown Family Wealth, LLC Schwab Strategic Tr 5 10 Yr C Call Options Transaction History

Morton Brown Family Wealth, LLC

$287 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHI

# of Institutions

213

Shares Held

30.1M

Call Options Held

0

Put Options Held

0

Campbell Wealth Management

5.68M
Shares

$126 Million
11.29% of portfolio
River Front Investment Group, LLC Richmond, VA

4.16M
Shares

$92.3 Million
4.63% of portfolio
Envestnet Asset Management Inc

3.73M
Shares

$82.7 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.39M
Shares

$52.9 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

1.12M
Shares

$24.9 Million
0.03% of portfolio

About SCHWAB STRATEGIC TR 5 -10 YR C

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