Morton Brown Family Wealth, LLC Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 17,884 shares of SCHF stock, worth $353,924. This represents 0.12% of its overall portfolio holdings.
Number of Shares
17,884
Previous 5,519
224.04%
Holding current value
$353,924
Previous $226,000
46.02%
% of portfolio
0.12%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding SCHF
# of Institutions
1,373Shares Held
1.39BCall Options Held
38.7KPut Options Held
12.1K-
Northwestern Mutual Wealth Management CO335MShares$6.63 Billion5.26% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO181MShares$3.58 Billion11.33% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA172MShares$3.41 Billion6.73% of portfolio
-
Personal Capital Advisors Corp71.3MShares$1.41 Billion11.16% of portfolio
-
Creative Planning Overland Park, KS41.7MShares$826 Million0.75% of portfolio