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

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 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 4,112 shares of SCHX stock, worth $96,220. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,112
Previous 4,112 -0.0%
Holding current value
$96,220
Previous $264,000 5.3%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,353
Shares Held
349M
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
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