Morton Brown Family Wealth, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Morton Brown Family Wealth, LLC

  • $348 Million
  • Q3 2025

A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 10,578 shares of SCHI stock, worth $242,447. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,578
Previous 10,016 5.61%
Holding current value
$242,447
Previous $227,000 7.49%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$22.45 - $23.2 $12,616 - $13,038
562 Added 5.61%
10,578 $244,000
Q2 2025

Jul 24, 2025
BUY
$21.85 - $22.76 $2,731 - $2,845
125 Added 1.26%
10,016 $227,000
Q1 2025

Apr 25, 2025
SELL
$21.77 - $22.56 $125,068 - $129,607
-5,745 Reduced 36.74%
9,891 $222,000
Q4 2024

Jan 31, 2025
BUY
$22.02 - $46.16 $344,304 - $721,757
15,636 New
15,636 $345,000

Others Institutions Holding SCHI

# of Institutions
251
Shares Held
52.2M
Call Options Held
0
Put Options Held
9K
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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