Brown Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History
Brown Wealth Management, LLC
- $282 Billion
- Q4 2024
A detailed history of Brown Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Brown Wealth Management, LLC holds 219,828 shares of SCHM stock, worth $5.39 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
219,828
Previous 72,012
205.27%
Holding current value
$5.39 Million
Previous $5.98 Billion
1.8%
% of portfolio
2.16%
Previous 2.16%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,008Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$183 Million2.94% of portfolio