Morton Brown Family Wealth, LLC Schwab Strategic Tr 5 10 Yr 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 5 10 Yr C stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 15,636 shares of SCHI stock, worth $348,370. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,636Holding current value
$348,370% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding SCHI
# of Institutions
221Shares Held
42.1MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.16MShares$182 Million4.21% of portfolio
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Envestnet Asset Management Inc7.51MShares$167 Million0.05% of portfolio
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Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL2.39MShares$53.2 Million0.02% of portfolio
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Royal Bank Of Canada Toronto, A61.16MShares$25.8 Million0.01% of portfolio