Brown Wealth Management, LLC Schwab Short Term Us Treasury Transaction History
Brown Wealth Management, LLC
- $248 Billion
- Q2 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 223,527 shares of SCHO stock, worth $11 Million. This represents 4.34% of its overall portfolio holdings.
Number of Shares
223,527
Previous 205,694
8.67%
Holding current value
$11 Million
Previous $9.92 Billion
8.49%
% of portfolio
4.34%
Previous 4.1%
Shares
5 transactions
Others Institutions Holding SCHO
# of Institutions
607Shares Held
168MCall Options Held
42KPut Options Held
33.9K-
Bank Of America Corp Charlotte, NC75.4MShares$3.7 Billion0.32% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN10.6MShares$521 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY9.08MShares$446 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA7.6MShares$373 Million0.53% of portfolio
-
Envestnet Asset Management Inc3.19MShares$156 Million0.05% of portfolio