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 12,336 shares of SCHX stock, worth $294,213. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,336
Previous 4,112 200.0%
Holding current value
$294,213
Previous $278,000 2.52%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 31, 2025
BUY
$22.4 - $68.28 $184,217 - $561,534
8,224 Added 200.0%
12,336 $285,000
Q4 2023

Jan 26, 2024
BUY
$48.47 - $56.6 $199,308 - $232,739
4,112 New
4,112 $231,000
Q2 2022

Jul 21, 2022
BUY
$43.35 - $54.51 $13,785 - $17,334
318 New
318 $14,000

Others Institutions Holding SCHX

# of Institutions
1,425
Shares Held
867M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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