Brown Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Brown Wealth Management, LLC
- $242 Billion
- Q1 2024
A detailed history of Brown Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Brown Wealth Management, LLC holds 98,837 shares of SCHM stock, worth $7.66 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
98,837Holding current value
$7.66 Million% of portfolio
3.33%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
903Shares Held
96MCall Options Held
8KPut Options Held
600-
Financial Engines Advisors L.L.C. Santa Clara, CA21.1MShares$1.63 Billion3.87% of portfolio
-
Creative Planning Overland Park, KS10.1MShares$785 Million0.92% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.69MShares$286 Million0.49% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.14MShares$166 Million0.47% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2MShares$155 Million2.99% of portfolio