Morton Brown Family Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 960 shares of SCHM stock, worth $26,716. This represents 0.03% of its overall portfolio holdings.

Number of Shares
960
Previous 960 -0.0%
Holding current value
$26,716
Previous $74,000 6.76%
% of portfolio
0.03%
Previous 0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024
BUY
$63.01 - $75.95 $60,489 - $72,912
960 New
960 $72,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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