Morton Brown Family Wealth, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 9,376 shares of SCHG stock, worth $251,464. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,376
Previous 2,344 300.0%
Holding current value
$251,464
Previous $244,000 6.97%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 31, 2025
BUY
$25.93 - $105.3 $182,339 - $740,469
7,032 Added 300.0%
9,376 $261,000
Q2 2024

Jul 30, 2024
BUY
$87.04 - $101.61 $18,191 - $21,236
209 Added 9.79%
2,344 $236,000
Q4 2023

Jan 26, 2024
BUY
$70.08 - $83.37 $134,343 - $159,820
1,917 Added 879.36%
2,135 $177,000
Q2 2022

Jul 21, 2022
BUY
$55.73 - $76.55 $12,149 - $16,687
218 New
218 $13,000

Others Institutions Holding SCHG

# of Institutions
1,469
Shares Held
2.26B
Call Options Held
296K
Put Options Held
153K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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