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

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 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 29,330 shares of SCHV stock, worth $772,258. This represents 0.85% of its overall portfolio holdings.

Number of Shares
29,330
Previous 31,555 7.05%
Holding current value
$772,258
Previous $2.34 Billion 0.84%
% of portfolio
0.85%
Previous 0.94%

Shares

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

Nov 14, 2024
SELL
$73.43 - $80.37 $163,381 - $178,823
-2,225 Reduced 7.05%
29,330 $2.36 Billion
Q2 2024

Aug 13, 2024
BUY
$71.74 - $75.86 $15,926 - $16,840
222 Added 0.71%
31,555 $2.34 Billion
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
836
Shares Held
112M
Call Options Held
0
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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