Brown Wealth Management, LLC Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Brown Wealth Management, LLC holds 28,255 shares of SCHG stock, worth $2.94 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
28,255
Previous 28,268 0.05%
Holding current value
$2.94 Million
Previous $2.62 Billion 8.71%
% of portfolio
1.15%
Previous 1.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$87.04 - $101.61 $1,131 - $1,320
-13 Reduced 0.05%
28,255 $2.85 Billion
Q1 2024

May 13, 2024
SELL
$80.6 - $93.32 $16,200 - $18,757
-201 Reduced 0.71%
28,268 $2.62 Billion
Q4 2023

Feb 14, 2024
SELL
$70.08 - $83.37 $6,657 - $7,920
-95 Reduced 0.33%
28,469 $2.36 Billion
Q3 2023

Nov 14, 2023
SELL
$71.99 - $78.02 $454,832 - $492,930
-6,318 Reduced 18.11%
28,564 $2.08 Billion
Q2 2023

Aug 08, 2023
BUY
$63.6 - $74.95 $2.22 Million - $2.61 Million
34,882 New
34,882 $2.61 Billion

Others Institutions Holding SCHG

# of Institutions
1,255
Shares Held
169M
Call Options Held
87.2K
Put Options Held
25.8K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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