Brown Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History
Brown Wealth Management, LLC
- $356 Billion
- Q3 2025
A detailed history of Brown Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Brown Wealth Management, LLC holds 15,773 shares of SCHD stock, worth $429,656. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,773
Previous 15,773
-0.0%
Holding current value
$429,656
Previous $418 Million
3.02%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
2,059Shares Held
873MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio