Brown Advisory Inc Schwab Strategic Tr 1000 Index Transaction History

Brown Advisory Inc

$77.3 Billion
Q3 2024

A detailed history of Brown Advisory Inc transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Brown Advisory Inc holds 13,000 shares of SCHK stock, worth $382,850. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,000

Holding current value

$382,850

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$49.82 - $55.29 $647,660 - $718,770	13,000 New	13,000 $718,000

Others Institutions Holding SCHK

# of Institutions

184

Shares Held

44.8M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

28.6M
Shares

$842 Million
3.25% of portfolio
Legacy Wealth Management, Inc

6.97M
Shares

$205 Million
12.67% of portfolio
Armstrong Advisory Group, Inc Needham, MA

2.63M
Shares

$77.5 Million
5.98% of portfolio
Warwick Investment Management, Inc.

2.1M
Shares

$61.8 Million
27.6% of portfolio
Waddell & Associates, LLC

963K
Shares

$28.4 Million
6.53% of portfolio

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About SCHWAB STRATEGIC TR 1000 INDEX

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