Morton Brown Family Wealth, LLC Schwab Strategic Tr Intl Small Transaction History

Morton Brown Family Wealth, LLC

  • $348 Million
  • Q3 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 74,816 shares of SCHC stock, worth $3.37 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
74,816
Previous 75,592 1.03%
Holding current value
$3.37 Million
Previous $3.22 Million 5.75%
% of portfolio
0.98%
Previous 0.98%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$42.28 - $45.71 $32,809 - $35,470
-776 Reduced 1.03%
74,816 $3.4 Million
Q2 2025

Jul 24, 2025
BUY
$32.41 - $42.59 $66,861 - $87,863
2,063 Added 2.81%
75,592 $3.22 Million
Q1 2025

Apr 25, 2025
SELL
$33.57 - $37.22 $233,546 - $258,939
-6,957 Reduced 8.64%
73,529 $2.64 Million
Q4 2024

Jan 31, 2025
SELL
$33.93 - $38.37 $1.17 Million - $1.32 Million
-34,345 Reduced 29.91%
80,486 $2.76 Million
Q3 2024

Oct 24, 2024
SELL
$34.48 - $38.87 $6.13 Million - $6.91 Million
-177,768 Reduced 60.75%
114,831 $4.42 Million
Q2 2024

Jul 30, 2024
SELL
$34.12 - $36.71 $3.82 Million - $4.11 Million
-111,824 Reduced 27.65%
292,599 $10.4 Million
Q1 2024

Apr 23, 2024
BUY
$33.2 - $35.86 $958,251 - $1.04 Million
28,863 Added 7.69%
404,423 $14.5 Million
Q4 2023

Jan 26, 2024
BUY
$30.0 - $35.05 $763,830 - $892,408
25,461 Added 7.27%
375,560 $13.1 Million
Q3 2023

Oct 18, 2023
BUY
$32.0 - $35.51 $916,736 - $1.02 Million
28,648 Added 8.91%
350,099 $11.3 Million
Q2 2023

Jul 25, 2023
BUY
$32.67 - $34.58 $1.19 Million - $1.26 Million
36,397 Added 12.77%
321,451 $10.9 Million
Q1 2023

Apr 25, 2023
BUY
$31.54 - $34.93 $1.08 Million - $1.2 Million
34,254 Added 13.66%
285,054 $9.61 Million
Q4 2022

Feb 01, 2023
BUY
$27.31 - $32.98 $599,891 - $724,438
21,966 Added 9.6%
250,800 $7.89 Million
Q3 2022

Oct 31, 2022
BUY
$27.46 - $34.27 $346,682 - $432,658
12,625 Added 5.84%
228,834 $6.35 Million
Q2 2022

Jul 21, 2022
BUY
$31.0 - $38.49 $698,027 - $866,679
22,517 Added 11.63%
216,209 $6.75 Million
Q1 2022

Apr 20, 2022
BUY
$34.89 - $41.24 $883,938 - $1.04 Million
25,335 Added 15.05%
193,692 $7.35 Million
Q4 2021

Feb 11, 2022
BUY
$39.06 - $43.63 $6.58 Million - $7.35 Million
168,357 New
168,357 $6.89 Million

Others Institutions Holding SCHC

# of Institutions
514
Shares Held
45.3M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
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