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

Brown Wealth Management, LLC

  • $248 Billion
  • Q2 2024

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 88,634 shares of SCHA stock, worth $2.44 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
88,634
Previous 87,012 1.86%
Holding current value
$2.44 Million
Previous $4.28 Billion 1.84%
% of portfolio
1.7%
Previous 1.77%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,135
Shares Held
233M
Call Options Held
44.7K
Put Options Held
32.4K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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