Brown Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Brown Wealth Management, LLC

$248 Billion
Q2 2024

A detailed history of Brown Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Brown Wealth Management, LLC holds 104,038 shares of SCHM stock, worth $8.64 Million. This represents 3.26% of its overall portfolio holdings.

Number of Shares

104,038

Previous 98,837 5.26%

Holding current value

$8.64 Million

Previous $8.05 Billion 0.61%

% of portfolio

3.26%

Previous 3.33%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$75.69 - $81.19 $393,663 - $422,269	5,201 Added 5.26%	104,038 $8.1 Billion
Q1 2024 May 13, 2024	BUY	$72.89 - $81.43 $7.2 Million - $8.05 Million	98,837 New	98,837 $8.05 Billion

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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Brown Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History