Schwab U S Small Cap ETF shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Morton Brown Family Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $5.5k | 111 | 49.24 |
2023-12-31 | $5.2k | 111 | 47.24 |
2022-06-30 | $4.0k | 98 | 40.82 |
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