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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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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

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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
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