Brown Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Brown Wealth Management, LLC

$282 Billion
Q4 2024

A detailed history of Brown Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Brown Wealth Management, LLC holds 529,432 shares of SCHO stock, worth $12.8 Million. This represents 4.52% of its overall portfolio holdings.

Number of Shares

529,432

Previous 244,768 116.3%

Holding current value

$12.8 Million

Previous $12 Billion 6.25%

% of portfolio

4.52%

Previous 4.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$24.06 - $48.88 $6.85 Million - $13.9 Million	284,664 Added 116.3%	529,432 $12.7 Billion
Q3 2024 Nov 14, 2024	BUY	$47.93 - $49.06 $1.02 Million - $1.04 Million	21,241 Added 9.5%	244,768 $12 Billion
Q2 2024 Aug 13, 2024	BUY	$47.75 - $48.13 $851,525 - $858,302	17,833 Added 8.67%	223,527 $10.8 Billion
Q1 2024 May 13, 2024	BUY	$48.05 - $48.63 $3.95 Million - $3.99 Million	82,110 Added 66.44%	205,694 $9.92 Billion
Q4 2023 Feb 14, 2024	BUY	$47.66 - $48.45 $1.77 Million - $1.8 Million	37,200 Added 43.06%	123,584 $5.99 Billion
Q3 2023 Nov 14, 2023	BUY	$47.78 - $48.2 $993,776 - $1 Million	20,799 Added 31.71%	86,384 $4.14 Billion
Q2 2023 Aug 08, 2023	BUY	$48.06 - $48.89 $3.15 Million - $3.21 Million	65,585 New	65,585 $3.15 Billion

Others Institutions Holding SCHO

# of Institutions

664

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Brown Wealth Management, LLC Schwab Short Term Us Treasury Transaction History