Morton Brown Family Wealth, LLC Schwab Strategic Tr Us Large C Transaction History

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 12,336 shares of SCHX stock, worth $294,460. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,336
Previous 4,112 200.0%
Holding current value
$294,460
Previous $278,000 2.52%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$22.4 - $68.28 $184,217 - $561,534
8,224 Added 200.0%
12,336 $285,000
Q4 2023

Jan 26, 2024
BUY
$48.47 - $56.6 $199,308 - $232,739
4,112 New
4,112 $231,000
Q2 2022

Jul 21, 2022
BUY
$43.35 - $54.51 $13,785 - $17,334
318 New
318 $14,000

Others Institutions Holding SCHX

# of Institutions
1,380
Shares Held
496M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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