Charles Schwab Corporation shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $1.0k | 11 | 92.27 |
| 2025-06-30 | $5.3k | 58 | 91.24 |
| 2025-03-31 | $4.5k | 58 | 78.28 |
| 2022-09-30 | $2.0k | 22 | 90.91 |
| 2021-12-31 | $1.0k | 11 | 90.91 |
More positions owned by Morton Brown Family Wealth
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