Morton Brown Family Wealth, LLC Schwab Strategic Tr 1000 Index 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 1000 Index stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 20 shares of SCHK stock, worth $562. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 10 100.0%
Holding current value
$562
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 31, 2025
BUY
$27.45 - $55.56 $274 - $555
10 Added 100.0%
20 $0
Q3 2024

Oct 24, 2024
BUY
$49.82 - $55.29 $498 - $552
10 New
10 $0

Others Institutions Holding SCHK

# of Institutions
201
Shares Held
69.8M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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