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

Morton Brown Family Wealth, LLC

  • $242 Million
  • Q1 2024

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 188,225 shares of SCHR stock, worth $9.21 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares
188,225
Previous 183,880 2.36%
Holding current value
$9.21 Million
Previous $9.14 Million 0.98%
% of portfolio
3.81%
Previous 4.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$48.33 - $50.24 $239,861 - $249,341
-4,963 Reduced 3.49%
137,340 $6.76 Million
Q3 2022

Oct 31, 2022
SELL
N/A
-2,364 Reduced 1.63%
142,303 $6.99 Million
Q2 2022

Jul 21, 2022
SELL
N/A
-1,200 Reduced 0.82%
144,667 $7.47 Million
Q1 2022

Apr 20, 2022
BUY
N/A
5,352 Added 3.81%
145,867 $7.77 Million
Q4 2021

Feb 11, 2022
BUY
N/A
140,515 New
140,515 $7.89 Million

Others Institutions Holding SCHR

# of Institutions
381
Shares Held
142M
Call Options Held
3.1K
Put Options Held
4.5K
View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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