Morton Brown Family Wealth, LLC Schwab Intermediate Term Us Tr Transaction History

Morton Brown Family Wealth, LLC

$294 Million
Q1 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 497,148 shares of SCHR stock, worth $12.3 Million. This represents 4.2% of its overall portfolio holdings.

Number of Shares

497,148

Previous 461,713 7.67%

Holding current value

$12.3 Million

Previous $11.2 Million 10.2%

% of portfolio

4.2%

Previous 3.91%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$24.05 - $24.86 $852,211 - $880,914	35,435 Added 7.67%	497,148 $12.4 Million
Q4 2024 Jan 31, 2025	BUY	$24.19 - $50.58 $5.89 Million - $12.3 Million	243,393 Added 111.48%	461,713 $11.2 Million
Q3 2024 Oct 24, 2024	BUY	$48.4 - $50.91 $791,291 - $832,327	16,349 Added 8.09%	218,320 $11 Million
Q2 2024 Jul 30, 2024	BUY	$47.85 - $49.0 $657,746 - $673,554	13,746 Added 7.3%	201,971 $9.85 Million
Q1 2024 Apr 23, 2024	BUY	$48.64 - $49.88 $211,340 - $216,728	4,345 Added 2.36%	188,225 $9.23 Million
Q4 2023 Jan 26, 2024	BUY	$47.09 - $49.87 $463,977 - $491,369	9,853 Added 5.66%	183,880 $9.14 Million
Q3 2023 Oct 18, 2023	BUY	$47.78 - $49.59 $423,187 - $439,218	8,857 Added 5.36%	174,027 $8.34 Million
Q2 2023 Jul 25, 2023	BUY	$49.25 - $50.96 $636,950 - $659,065	12,933 Added 8.5%	165,170 $8.14 Million
Q1 2023 Apr 25, 2023	BUY	$48.55 - $50.78 $723,249 - $756,469	14,897 Added 10.85%	152,237 $7.68 Million
Q4 2022 Feb 01, 2023	SELL	$48.12 - $50.24 $238,819 - $249,341	-4,963 Reduced 3.49%	137,340 $6.76 Million
Q3 2022 Oct 31, 2022	SELL	$48.68 - $52.54 $115,079 - $124,204	-2,364 Reduced 1.63%	142,303 $6.99 Million
Q2 2022 Jul 21, 2022	SELL	$50.08 - $52.78 $60,096 - $63,336	-1,200 Reduced 0.82%	144,667 $7.47 Million
Q1 2022 Apr 20, 2022	BUY	$52.72 - $55.84 $282,157 - $298,855	5,352 Added 3.81%	145,867 $7.77 Million
Q4 2021 Feb 11, 2022	BUY	$55.82 - $56.81 $7.84 Million - $7.98 Million	140,515 New	140,515 $7.89 Million

Others Institutions Holding SCHR

# of Institutions

476

Shares Held

360M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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Morton Brown Family Wealth, LLC Schwab Intermediate Term Us Tr Transaction History