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 $10,642. This represents 0.0% of its overall portfolio holdings.
Number of Shares
401
Previous 401
-0.0%
Holding current value
$10,642
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding SCHE
# of Institutions
834Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$542 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$496 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$222 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$92.3 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$61.9 Million0.02% of portfolio