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

Brown Wealth Management, LLC

$356 Billion
Q3 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 13,038 shares of SCHX stock, worth $346,028. This represents 0.1% of its overall portfolio holdings.

Number of Shares

13,038

Previous 10,351 25.96%

Holding current value

$346,028

Previous $253 Million 35.75%

% of portfolio

0.1%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$24.46 - $26.5 $65,724 - $71,205	2,687 Added 25.96%	13,038 $343 Million
Q2 2025 Aug 11, 2025	SELL	$19.6 - $24.44 $8,486 - $10,582	-433 Reduced 4.02%	10,351 $253 Million
Q1 2025 May 07, 2025	BUY	$21.75 - $24.28 $217 - $242	10 Added 0.09%	10,784 $238 Million
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

1,632

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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