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
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Quarterly reported holdings in Schwab U S Broad Market ETF by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $98M | 3.8M | 25.71 |
| 2025-06-30 | $91M | 3.8M | 23.83 |
| 2025-03-31 | $79M | 3.7M | 21.53 |
| 2024-12-31 | $81M | 3.6M | 22.70 |
| 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
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