Morton Brown Family Wealth, LLC's ownership history for SCHX

Morton Brown Family Wealth, LLC currently holds 12.4K shares with a market value of $317.1K. It started holding SCHX on 2024-09-30. At its peak, it held 14.7K shares on 2025-12-31. Its highest holding value was $396.7K on 2025-12-31. At its lowest, it held 4.1K shares on 2024-09-30, with a value of $272.4K on 2025-03-31. In the recent 180 days, Morton Brown Family Wealth, LLC has increased its shares by 33. In the recent year, Morton Brown Family Wealth, LLC has increased its shares by 33.