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 $279. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10Holding current value
$279% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHK
# of Institutions
176Shares Held
34.9MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.2MShares$676 Million2.82% of portfolio
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Legacy Wealth Management, Inc3.59MShares$101 Million12.87% of portfolio
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Warwick Investment Management, Inc.1.88MShares$52.5 Million23.08% of portfolio
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Armstrong Advisory Group, Inc Needham, MA1.27MShares$35.5 Million5.84% of portfolio
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Waddell & Associates, LLC950KShares$26.6 Million6.58% of portfolio