Brown Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Brown Wealth Management, LLC

  • $242 Billion
  • Q1 2024

A detailed history of Brown Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Brown Wealth Management, LLC holds 31,333 shares of SCHV stock, worth $2.32 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
31,333
Previous 31,392 0.19%
Holding current value
$2.32 Million
Previous $2.2 Billion 8.18%
% of portfolio
0.98%
Previous 0.97%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$68.82 - $75.98 $4,060 - $4,482
-59 Reduced 0.19%
31,333 $2.38 Billion
Q4 2023

Feb 14, 2024
BUY
$61.16 - $70.24 $17,736 - $20,369
290 Added 0.93%
31,392 $2.2 Billion
Q3 2023

Nov 14, 2023
SELL
$64.45 - $69.39 $538,673 - $579,961
-8,358 Reduced 21.18%
31,102 $2 Billion
Q2 2023

Aug 08, 2023
BUY
$63.33 - $67.21 $2.5 Million - $2.65 Million
39,460 New
39,460 $2.65 Billion

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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