Back to SCHW-PJ
Morton Brown Family Wealth, LLC → SCHW-PJ
Morton Brown Family Wealth, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
43
Latest value
$3.4M
Q3 2026
Peak value
$127.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $100.9M |
| Q4 2025 | $397K |
| Q4 2025 | $300K |
| Q4 2025 | $10K |
| Q4 2025 | $87K |
| Q4 2025 | $30K |
| Q4 2025 | $29K |
| Q4 2025 | $45K |
| Q4 2025 | $430K |
| Q4 2025 | $16.9M |
| Q4 2025 | $3.2M |
| Q1 2026 | $100.8M |
| Q1 2026 | $317K |
| Q1 2026 | $268K |
| Q1 2026 | $11K |
| Q1 2026 | $89K |
| Q1 2026 | $29K |
| Q1 2026 | $50K |
| Q1 2026 | $443K |
| Q1 2026 | $17.5M |
| Q1 2026 | $3.2M |
| Q2 2026 | $1K |
| Q2 2026 | $123.4M |
| Q2 2026 | $364K |
| Q2 2026 | $296K |
| Q2 2026 | $12K |
| Q2 2026 | $106K |
| Q2 2026 | $32K |
| Q2 2026 | $52K |
| Q2 2026 | $495K |
| Q2 2026 | $18.8M |
| Q2 2026 | $3.3M |
| Q3 2026 | $1K |
| Q3 2026 | $127.6M |
| Q3 2026 | $371K |
| Q3 2026 | $307K |
| Q3 2026 | $12K |
| Q3 2026 | $98K |
| Q3 2026 | $32K |
| Q3 2026 | $162K |
| Q3 2026 | $491K |
| Q3 2026 | $18.5M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 68.4K | — | — |
| Q3 2026 | $18.5M | 781.6K | — | — |
| Q3 2026 | $491K | 17.9K | — | — |
| Q3 2026 | $162K | 5.0K | — | — |
| Q3 2026 | $32K | 891 | — | — |
| Q3 2026 | $98K | 2.9K | — | — |
| Q3 2026 | $12K | 354 | — | — |
| Q3 2026 | $307K | 8.5K | — | — |
| Q3 2026 | $371K | 12.4K | — | — |
| Q3 2026 | $127.6M | 4.35M | — | — |
| Q3 2026 | $1K | 11 | — | — |
| Q2 2026 | $3.3M | 68.7K | — | — |
| Q2 2026 | $18.8M | 763.0K | — | — |
| Q2 2026 | $495K | 17.9K | — | — |
| Q2 2026 | $52K | 1.6K | — | — |
| Q2 2026 | $32K | 891 | — | — |
| Q2 2026 | $106K | 2.9K | — | — |
| Q2 2026 | $12K | 354 | — | — |
| Q2 2026 | $296K | 8.8K | — | — |
| Q2 2026 | $364K | 12.4K | — | — |
| Q2 2026 | $123.4M | 4.26M | — | — |
| Q2 2026 | $1K | 11 | — | — |
| Q1 2026 | $3.2M | 68.8K | — | — |
| Q1 2026 | $17.5M | 701.7K | — | — |
| Q1 2026 | $443K | 17.9K | — | — |
| Q1 2026 | $50K | 1.6K | — | — |
| Q1 2026 | $29K | 891 | — | — |
| Q1 2026 | $89K | 2.9K | — | — |
| Q1 2026 | $11K | 354 | — | — |
| Q1 2026 | $268K | 9.2K | — | — |
| Q1 2026 | $317K | 12.4K | — | — |
| Q1 2026 | $100.8M | 4.02M | — | — |
| Q4 2025 | $3.2M | 69.8K | — | — |
| Q4 2025 | $16.9M | 675.3K | — | — |
| Q4 2025 | $430K | 17.9K | — | — |
| Q4 2025 | $45K | 1.6K | — | — |
| Q4 2025 | $29K | 891 | — | — |
| Q4 2025 | $30K | 1.1K | — | — |
| Q4 2025 | $87K | 2.9K | — | — |
| Q4 2025 | $10K | 354 | — | — |
| Q4 2025 | $300K | 9.2K | — | — |
| Q4 2025 | $397K | 14.7K | — | — |
| Q4 2025 | $100.9M | 3.85M | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B
Other Morton Brown Family Wealth, LLC positions
VGES
$38.6MVANGUARD FTSE DEVELOPED MARKETS ETF
VGES
$38MVANGUARD FTSE DEVELOPED MARKETS ETF
VGES
$32.5MVANGUARD FTSE DEVELOPED MARKETS ETF
VGES
$30.7MVANGUARD FTSE DEVELOPED MARKETS ETF
ETHA
$21.8MISHARES NATIONAL MUNI BOND ETF
ETHA
$20.9MISHARES NATIONAL MUNI BOND ETF
ETHA
$18.6MISHARES NATIONAL MUNI BOND ETF
ETHA
$18.3MISHARES NATIONAL MUNI BOND ETF