Morton Brown Family Wealth »

Schwab Strategic Tr cmn shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Morton Brown Family Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr cmn by Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.0k 118 75.98
2023-12-31 $8.3k 118 70.10
2023-09-30 $7.6k 118 64.46
2023-06-30 $7.9k 118 67.09
2023-03-31 $7.7k 118 65.58
2022-12-31 $7.8k 118 66.02
2022-09-30 $7.0k 118 59.32
2022-06-30 $7.0k 118 59.32