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

Morton Brown Family Wealth, LLC

  • $242 Million
  • Q1 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 537 shares of SCHO stock, worth $25,845. This represents 0.01% of its overall portfolio holdings.

Number of Shares
537
Previous 791 32.11%
Holding current value
$25,845
Previous $38,000 34.21%
% of portfolio
0.01%
Previous 0.02%

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
$47.91 - $48.47 $18,780 - $19,000
-392 Reduced 3.31%
11,462 $552,000
Q3 2022

Oct 31, 2022
SELL
N/A
-1,587 Reduced 11.81%
11,854 $572,000
Q2 2022

Jul 21, 2022
BUY
N/A
1,694 Added 14.42%
13,441 $661,000
Q1 2022

Apr 20, 2022
SELL
N/A
-5,753 Reduced 32.87%
11,747 $582,000
Q4 2021

Feb 11, 2022
BUY
N/A
17,500 New
17,500 $890,000

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
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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