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

Brown Wealth Management, LLC

$277 Billion
Q3 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 72,012 shares of SCHM stock, worth $2.07 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

72,012

Previous 104,038 30.78%

Holding current value

$2.07 Million

Previous $8.1 Billion 26.1%

% of portfolio

2.16%

Previous 3.26%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$75.47 - $83.18 $2.42 Million - $2.66 Million	-32,026 Reduced 30.78%	72,012 $5.98 Billion
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

980

Shares Held

173M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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