Brown Advisory Inc Schwab Strategic Tr 1000 Index Transaction History

Brown Advisory Inc

$77.3 Billion
Q3 2024

A detailed history of Brown Advisory Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Brown Advisory Inc holds 13,000 shares of SCHK stock, worth $378,950. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,000

Holding current value

$378,950

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$49.82 - $55.29 $647,660 - $718,770	13,000 New	13,000 $718,000

Others Institutions Holding SCHK

# of Institutions

187

Shares Held

45M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$834 Million
3.25% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$203 Million
12.67% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$76.8 Million
5.98% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$61.2 Million
27.6% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.1 Million
6.53% of portfolio

View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

Ticker SCHK
Sector ETFs
Industry ETFs

More about SCHK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Brown Advisory Inc with notifications on news.

Account