Morton Brown Family Wealth, LLC Schwab Short Term Us Treasury Transaction History

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$48.05 - $48.63 $12,204 - $12,352
-254 Reduced 32.11%
537 $25,000
Q4 2023

Jan 26, 2024
SELL
$47.66 - $48.45 $21,256 - $21,608
-446 Reduced 36.05%
791 $38,000
Q3 2023

Oct 18, 2023
SELL
$47.78 - $48.2 $271,294 - $273,679
-5,678 Reduced 82.11%
1,237 $59,000
Q2 2023

Jul 25, 2023
SELL
$48.06 - $48.89 $140,335 - $142,758
-2,920 Reduced 29.69%
6,915 $332,000
Q1 2023

Apr 25, 2023
SELL
$47.8 - $49.0 $77,770 - $79,723
-1,627 Reduced 14.19%
9,835 $479,000
Q4 2022

Feb 01, 2023
SELL
$47.89 - $48.47 $18,772 - $19,000
-392 Reduced 3.31%
11,462 $552,000
Q3 2022

Oct 31, 2022
SELL
$48.15 - $49.37 $76,414 - $78,350
-1,587 Reduced 11.81%
11,854 $572,000
Q2 2022

Jul 21, 2022
BUY
$48.73 - $49.59 $82,548 - $84,005
1,694 Added 14.42%
13,441 $661,000
Q1 2022

Apr 20, 2022
SELL
$49.47 - $50.82 $284,600 - $292,367
-5,753 Reduced 32.87%
11,747 $582,000
Q4 2021

Feb 11, 2022
BUY
$50.83 - $51.21 $889,525 - $896,175
17,500 New
17,500 $890,000

Others Institutions Holding SCHO

# of Institutions
623
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email