Schwab Strategic Tr intrm trm shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr intrm trm (SCHR) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Schwab Strategic Tr intrm trm
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Quarterly reported holdings in Schwab Strategic Tr intrm trm by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.2M | 188k | 49.05 |
| 2023-12-31 | $9.1M | 184k | 49.72 |
| 2023-09-30 | $8.3M | 174k | 47.94 |
| 2023-06-30 | $8.1M | 165k | 49.28 |
| 2023-03-31 | $7.7M | 152k | 50.43 |
| 2022-12-31 | $6.8M | 137k | 49.23 |
| 2022-09-30 | $7.0M | 142k | 49.14 |
| 2022-06-30 | $7.5M | 145k | 51.60 |
| 2022-03-31 | $7.8M | 146k | 53.32 |
| 2021-12-31 | $7.9M | 141k | 55.94 |
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