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 $794,549. This represents 0.85% of its overall portfolio holdings.

Number of Shares
29,330
Previous 31,555 7.05%
Holding current value
$794,549
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
846
Shares Held
171M
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
Track This Portfolio

Track Brown Wealth Management, LLC Portfolio

Follow Brown Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brown Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email