Brown Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 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 72,012 shares of SCHM stock, worth $2 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
72,012
Previous 104,038 30.78%
Holding current value
$2 Million
Previous $8.1 Billion 26.1%
% of portfolio
2.16%
Previous 3.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$75.47 - $83.18 $2.42 Million - $2.66 Million
-32,026 Reduced 30.78%
72,012 $5.98 Billion
Q2 2024

Aug 13, 2024
BUY
$75.69 - $81.19 $393,663 - $422,269
5,201 Added 5.26%
104,038 $8.1 Billion
Q1 2024

May 13, 2024
BUY
$72.89 - $81.43 $7.2 Million - $8.05 Million
98,837 New
98,837 $8.05 Billion

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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