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

Brown Wealth Management, LLC

$282 Billion
Q4 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 105,606 shares of SCHG stock, worth $3.06 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

105,606

Previous 26,697 295.57%

Holding current value

$3.06 Million

Previous $2.78 Billion 5.82%

% of portfolio

1.04%

Previous 1.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$25.93 - $105.3 $2.05 Million - $8.31 Million	78,909 Added 295.57%	105,606 $2.94 Billion
Q3 2024 Nov 14, 2024	SELL	$92.63 - $105.69 $144,317 - $164,665	-1,558 Reduced 5.51%	26,697 $2.78 Billion
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

1,448

Shares Held

2.24B

Call Options Held

264K

Put Options Held

98K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Brown Wealth Management, LLC with notifications on news.

Account

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