Schwab U S Broad Market ETF shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market 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 Broad Market ETF by Morton Brown Family Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $77M | 1.2M | 66.52 |
2024-06-30 | $68M | 1.1M | 64.08 |
2024-03-31 | $64M | 1.0M | 61.05 |
2023-12-31 | $58M | 1.0M | 55.67 |
2023-09-30 | $50M | 1.0M | 49.85 |
2023-06-30 | $48M | 920k | 51.70 |
2023-03-31 | $38M | 795k | 47.85 |
2022-12-31 | $31M | 693k | 44.81 |
2022-09-30 | $27M | 638k | 41.99 |
2022-06-30 | $31M | 693k | 44.19 |
2022-03-31 | $35M | 663k | 53.44 |
2021-12-31 | $35M | 312k | 113.23 |
More positions owned by Morton Brown Family Wealth
View all positions for Morton Brown Family Wealth