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

Brown Wealth Management, LLC

$291 Billion
Q1 2025

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 93,537 shares of SCHV stock, worth $2.53 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

93,537

Previous 90,497 3.36%

Holding current value

$2.53 Million

Previous $2.36 Billion 5.38%

% of portfolio

0.85%

Previous 0.84%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$25.77 - $27.6 $78,340 - $83,904	3,040 Added 3.36%	93,537 $2.49 Billion
Q4 2024 Feb 13, 2025	BUY	$25.79 - $80.4 $1.58 Million - $4.92 Million	61,167 Added 208.55%	90,497 $2.36 Billion
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

923

Shares Held

335M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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