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

Morton Brown Family Wealth, LLC currently holds 9.2K shares with a market value of $267.6K. It started holding SCHG on 2024-09-30. At its peak, it held 9.4K shares on 2025-03-31. Its highest holding value was $299.6K on 2025-12-31. At its lowest, it held 2.3K shares on 2024-09-30, with a value of $234.8K on 2025-03-31. In the recent 180 days, Morton Brown Family Wealth, LLC has increased its shares by 0. In the recent year, Morton Brown Family Wealth, LLC has decreased its shares by 191.