Brown Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Brown Wealth Management, LLC

$291 Billion
Q1 2025

A detailed history of Brown Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Brown Wealth Management, LLC holds 185,890 shares of SCHA stock, worth $4.52 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

185,890

Previous 190,062 2.2%

Holding current value

$4.52 Million

Previous $4.92 Billion 11.39%

% of portfolio

1.5%

Previous 1.74%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$23.16 - $27.04 $96,623 - $112,810	-4,172 Reduced 2.2%	185,890 $4.36 Billion
Q4 2024 Feb 13, 2025	BUY	$25.33 - $51.16 $2.43 Million - $4.9 Million	95,741 Added 101.51%	190,062 $4.92 Billion
Q3 2024 Nov 14, 2024	BUY	$46.9 - $51.96 $266,720 - $295,496	5,687 Added 6.42%	94,321 $4.86 Billion
Q2 2024 Aug 13, 2024	BUY	$45.24 - $49.04 $73,379 - $79,542	1,622 Added 1.86%	88,634 $4.21 Billion
Q1 2024 May 13, 2024	SELL	$44.84 - $49.24 $9,237 - $10,143	-206 Reduced 0.24%	87,012 $4.28 Billion
Q4 2023 Feb 14, 2024	SELL	$38.13 - $48.02 $2.84 Million - $3.58 Million	-74,552 Reduced 46.09%	87,218 $4.12 Billion
Q3 2023 Nov 14, 2023	BUY	$40.85 - $46.1 $1.95 Million - $2.2 Million	47,782 Added 41.92%	161,770 $6.7 Billion
Q2 2023 Aug 08, 2023	BUY	$39.91 - $43.82 $4.55 Million - $4.99 Million	113,988 New	113,988 $4.99 Billion

Others Institutions Holding SCHA

# of Institutions

1,256

Shares Held

245M

Call Options Held

58.5K

Put Options Held

4.8K

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About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Brown Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History