Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,014
-$4,277 QoQ
Shares Held
11
-81.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,287
of 2,304 holders
Holding Since
Dec 2021
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Morton Brown Family Wealth, LLC holds $107,003 across 5 Capital Markets names. SCHW ranks #5 (0.9% of the industry book) .
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014 | 11 | Shares | Sole | 2026-07-21 | |
| 2025-06-30 | $5,291 | 58 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,540 | 58 | Shares | Sole | 2025-04-25 | |
| 2022-09-30 | $1,581 | 22 | Shares | Sole | 2022-10-31 | |
| 2021-12-31 | $925 | 11 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||