Morton Brown Family Wealth, LLC Schwab Strategic U.S. Mid Cap Transaction History

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 2,880 shares of SCHM stock, worth $80,323. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,880
Previous 960 200.0%
Holding current value
$80,323
Previous $79,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 31, 2025
BUY
$27.54 - $83.04 $52,876 - $159,436
1,920 Added 200.0%
2,880 $79,000
Q4 2023

Jan 26, 2024
BUY
$63.01 - $75.95 $60,489 - $72,912
960 New
960 $72,000

Others Institutions Holding SCHM

# of Institutions
1,010
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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