Morton Brown Family Wealth, LLC Schwab Strategic Tr Us Emergin 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 Emergin stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 401 shares of SCHE stock, worth $11,103. This represents 0.0% of its overall portfolio holdings.

Number of Shares

401

Previous 401 -0.0%

Holding current value

$11,103

Previous $11,000 9.09%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$24.67 - $27.2 $9,275 - $10,227	-376 Reduced 48.39%	401 $10,000
Q1 2024 Apr 23, 2024	SELL	$23.47 - $25.45 $118,054 - $128,013	-5,030 Reduced 86.62%	777 $19,000
Q4 2023 Jan 26, 2024	SELL	$23.04 - $24.89 $2,649 - $2,862	-115 Reduced 1.94%	5,807 $143,000
Q3 2023 Oct 18, 2023	SELL	$23.83 - $26.11 $340,459 - $373,033	-14,287 Reduced 70.7%	5,922 $141,000
Q2 2023 Jul 25, 2023	SELL	$23.66 - $25.54 $10,576 - $11,416	-447 Reduced 2.16%	20,209 $497,000
Q1 2023 Apr 25, 2023	BUY	$23.32 - $26.39 $28,846 - $32,644	1,237 Added 6.37%	20,656 $506,000
Q4 2022 Feb 01, 2023	BUY	$21.59 - $24.95 $352,564 - $407,433	16,330 Added 528.65%	19,419 $459,000
Q3 2022 Oct 31, 2022	BUY	$22.4 - $25.83 $69,193 - $79,788	3,089 New	3,089 $69,000

Others Institutions Holding SCHE

# of Institutions

817

Shares Held

143M

Call Options Held

28.1K

Put Options Held

200

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About SCHWAB STRATEGIC TR US EMERGIN

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