Morton Brown Family Wealth, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 1,152 shares of SCHD stock, worth $31,749. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,152
Previous 384 200.0%
Holding current value
$31,749
Previous $32,000 3.13%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 31, 2025
BUY
$26.93 - $84.95 $20,682 - $65,241
768 Added 200.0%
1,152 $31,000
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $12,246 - $13,524
159 Added 70.67%
384 $32,000
Q4 2023

Jan 26, 2024
BUY
$66.9 - $76.32 $15,052 - $17,172
225 New
225 $17,000

Others Institutions Holding SCHD

# of Institutions
1,880
Shares Held
605M
Call Options Held
3.32M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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