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

Brown Wealth Management, LLC

$282 Billion
Q4 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 10,774 shares of SCHX stock, worth $253,296. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,774

Previous 3,712 190.25%

Holding current value

$253,296

Previous $252 Million 0.84%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $158,188 - $482,193	7,062 Added 190.25%	10,774 $250 Million
Q3 2024 Nov 14, 2024	SELL	$61.11 - $67.85 $9,227 - $10,245	-151 Reduced 3.91%	3,712 $252 Million
Q2 2024 Aug 13, 2024	SELL	$58.7 - $64.78 $34,339 - $37,896	-585 Reduced 13.15%	3,863 $248 Million
Q1 2024 May 13, 2024	SELL	$55.41 - $62.08 $22.8 Million - $25.6 Million	-411,794 Reduced 98.93%	4,448 $276 Million
Q4 2023 Feb 14, 2024	BUY	$48.47 - $56.6 $232,898 - $271,963	4,805 Added 1.17%	416,242 $23.5 Billion
Q3 2023 Nov 14, 2023	SELL	$50.36 - $54.21 $1.49 Million - $1.61 Million	-29,633 Reduced 6.72%	411,437 $20.8 Billion
Q2 2023 Aug 08, 2023	BUY	$47.67 - $52.37 $21 Million - $23.1 Million	441,070 New	441,070 $23.1 Billion

Others Institutions Holding SCHX

# of Institutions

1,472

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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