Schwab Strategic Tr us lrg cap etf shares owned by Morton Brown Family Wealth
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Morton Brown Family Wealth
from 13F filings
Historical chart of Morton Brown Family Wealth investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Morton Brown Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $279k | 4.1k | 67.85 |
| 2024-06-30 | $269k | 4.1k | 65.36 |
| 2024-03-31 | $255k | 4.1k | 62.06 |
| 2023-12-31 | $232k | 4.1k | 56.40 |
| 2022-06-30 | $14k | 318 | 44.03 |
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