Brown Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Brown Wealth Management, LLC

$356 Billion
Q3 2025

A detailed history of Brown Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Brown Wealth Management, LLC holds 482,216 shares of SCHO stock, worth $11.7 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares

482,216

Previous 422,850 14.04%

Holding current value

$11.7 Million

Previous $10.3 Billion 14.13%

% of portfolio

3.3%

Previous 3.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$24.23 - $24.42 $1.44 Million - $1.45 Million	59,366 Added 14.04%	482,216 $11.8 Billion
Q2 2025 Aug 11, 2025	SELL	$24.19 - $24.45 $2.74 Million - $2.77 Million	-113,341 Reduced 21.14%	422,850 $10.3 Billion
Q1 2025 May 07, 2025	BUY	$24.1 - $24.34 $162,891 - $164,514	6,759 Added 1.28%	536,191 $13.1 Billion
Q4 2024 Feb 13, 2025	BUY	$24.06 - $48.88 $6.85 Million - $13.9 Million	284,664 Added 116.3%	529,432 $12.7 Billion
Q3 2024 Nov 14, 2024	BUY	$47.93 - $49.06 $1.02 Million - $1.04 Million	21,241 Added 9.5%	244,768 $12 Billion

Q2 2024 Aug 13, 2024	BUY	$47.75 - $48.13 $851,525 - $858,302	17,833 Added 8.67%	223,527 $10.8 Billion
Q1 2024 May 13, 2024	BUY	$48.05 - $48.63 $3.95 Million - $3.99 Million	82,110 Added 66.44%	205,694 $9.92 Billion
Q4 2023 Feb 14, 2024	BUY	$47.66 - $48.45 $1.77 Million - $1.8 Million	37,200 Added 43.06%	123,584 $5.99 Billion
Q3 2023 Nov 14, 2023	BUY	$47.78 - $48.2 $993,776 - $1 Million	20,799 Added 31.71%	86,384 $4.14 Billion
Q2 2023 Aug 08, 2023	BUY	$48.06 - $48.89 $3.15 Million - $3.21 Million	65,585 New	65,585 $3.15 Billion

Others Institutions Holding SCHO

# of Institutions

705

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Brown Wealth Management, LLC Schwab Short Term Us Treasury Transaction History