Brown Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History
Brown Wealth Management, LLC
- $242 Billion
- Q1 2024
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 292,055 shares of SCHH stock, worth $5.83 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
292,055Holding current value
$5.83 Million% of portfolio
2.45%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
504Shares Held
248MCall Options Held
36KPut Options Held
1.6K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA53.9MShares$1.07 Billion1.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA50.7MShares$1.01 Billion2.32% of portfolio
-
Creative Planning Overland Park, KS28.5MShares$568 Million0.64% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA27.3MShares$546 Million0.13% of portfolio
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Us Bancorp \De\26.1MShares$520 Million0.74% of portfolio