Schwab Strategic Tr cmn shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn 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 cmn by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.5k | 118 | 80.37 |
| 2024-06-30 | $9.0k | 118 | 76.66 |
| 2024-03-31 | $9.0k | 118 | 75.98 |
| 2023-12-31 | $8.3k | 118 | 70.10 |
| 2023-09-30 | $7.6k | 118 | 64.46 |
| 2023-06-30 | $7.9k | 118 | 67.09 |
| 2023-03-31 | $7.7k | 118 | 65.58 |
| 2022-12-31 | $7.8k | 118 | 66.02 |
| 2022-09-30 | $7.0k | 118 | 59.32 |
| 2022-06-30 | $7.0k | 118 | 59.32 |
More positions owned by Morton Brown Family Wealth
View all positions for Morton Brown Family Wealth