Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Morton Brown Family Wealth »

Schwab Strategic Tr us lrg cap etf shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Morton Brown Family Wealth

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$255k	4.1k	62.06
2023-12-31	$232k	4.1k	56.40
2022-06-30	$14k	318	44.03

More positions owned by Morton Brown Family Wealth

Schwab U.s. Broad Market Etf Etf (SCHB)

Avantis Emerging Markets Equity Etf Etf (AVEM)

Ishares National Muni Bond Etf Etf (MUB)

Vanguard Ftse Developed Markets Etf Etf (VEA)

Schwab International Small-cap Equity Etf Etf (SCHC)

Avantis U.s. Small Cap Value Etf Etf (AVUV)

Spdr S&p 500 Etf Trust Etf (SPY)

Ishares Short-term National Muni Bond Etf Etf (SUB)

Schwab Intermediate-term Us Treasury Etf Etf (SCHR)

Ishares Global Reit Etf Etf (REET)

Vanguard Total International Bond Etf Etf (BNDX)

Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)

Vanguard Short-term Corporate Bond Etf Etf (VCSH)

Spdr S&p 600 Small Cap Value Etf Etf (SLYV)

Ishares Msci Eafe Etf Etf (EFA)

View all positions for Morton Brown Family Wealth

Top funds holding Schwab Strategic Tr us lrg cap etf

Charles Schwab Investment Advisory

Charles Schwab Investment Management

Moneta Group Investment Advisors

Wealth Enhancement Advisory Services

UBS Group

Mercer Global Advisors

Campbell Wealth Management

Diversified

HighTower Advisors

Henderson Group

View all funds holding Schwab Strategic Tr us lrg cap etf

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z