Brown Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Brown Wealth Management, LLC

$291 Billion
Q1 2025

A detailed history of Brown Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 367,620 shares of SCHH stock, worth $7.86 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares

367,620

Previous 346,394 6.13%

Holding current value

$7.86 Million

Previous $7.3 Billion 8.4%

% of portfolio

2.72%

Previous 2.59%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$20.2 - $22.24 $428,765 - $472,066	21,226 Added 6.13%	367,620 $7.91 Billion
Q4 2024 Feb 13, 2025	SELL	$20.55 - $23.26 $16,604 - $18,794	-808 Reduced 0.23%	346,394 $7.3 Billion
Q3 2024 Nov 14, 2024	BUY	$19.78 - $23.53 $271,915 - $323,466	13,747 Added 4.12%	347,202 $8.04 Billion
Q2 2024 Aug 13, 2024	BUY	$18.53 - $20.2 $767,142 - $836,280	41,400 Added 14.18%	333,455 $6.66 Billion
Q1 2024 May 13, 2024	BUY	$19.39 - $20.93 $5.66 Million - $6.11 Million	292,055 New	292,055 $5.93 Billion

Others Institutions Holding SCHH

# of Institutions

556

Shares Held

177M

Call Options Held

18.2K

Put Options Held

7.5K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

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 U.S. Reit ETF Transaction History