Brown Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Brown Wealth Management, LLC
- $282 Billion
- Q4 2024
A detailed history of Brown Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brown Wealth Management, LLC holds 15,773 shares of SCHD stock, worth $435,965. This represents 0.15% of its overall portfolio holdings.
Number of Shares
15,773Holding current value
$435,965% of portfolio
0.15%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,949Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$787 Million0.06% of portfolio
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Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio