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
620
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
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