Morton Brown Family Wealth, LLC Schwab Strategic Tr 1000 Index Transaction History

Morton Brown Family Wealth, LLC

$281 Million
Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 10 shares of SCHK stock, worth $285. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$285

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 24, 2024	BUY	$49.82 - $55.29 $498 - $552	10 New	10 $0

Others Institutions Holding SCHK

# of Institutions

181

Shares Held

39.5M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$817 Million
3.25% of portfolio
Legacy Wealth Management, Inc

3.59M
Shares

$103 Million
12.87% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$59.9 Million
27.6% of portfolio
Armstrong Advisory Group, Inc Needham, MA

1.27M
Shares

$36.3 Million
5.84% of portfolio
Waddell & Associates, LLC

963K
Shares

$27.5 Million
6.53% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

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Morton Brown Family Wealth, LLC Schwab Strategic Tr 1000 Index Transaction History