MORTON BROWN FAMILY WEALTH, LLC – Schwab U.S. Broad Market ETF Transaction History
MORTON BROWN FAMILY WEALTH, LLC portfolio value:
$26.78M
portfolio value
MORTON BROWN FAMILY WEALTH, LLC quarter portfolio value change:
-4.98%
quarter
Schwab U.S. Broad Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.01% | -55.54K shares | -3.85M | $41.99 | 637.86K |
| Q2 2022 | share | Increase | +4.62% | 30.59K shares | -4.74M | $44.19 | 693.41K |
| Q1 2022 | share | Increase | +6.08% | 37.96K shares | 74K | $53.39 | 662.81K |
| Q4 2021 | share | Increase | 0.00% | 312.42K shares | 35.31M | $113.36 | 312.42K |