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 152,344 shares of SCHG stock, worth $4.91 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
152,344
Previous 154,277 1.25%
Holding current value
$4.91 Million
Previous $4.51 Billion 7.87%
% of portfolio
1.37%
Previous 1.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$28.92 - $32.19 $55,902 - $62,223
-1,933 Reduced 1.25%
152,344 $4.86 Billion
Q2 2025

Aug 11, 2025
BUY
$22.27 - $29.21 $1.03 Million - $1.35 Million
46,134 Added 42.66%
154,277 $4.51 Billion
Q1 2025

May 07, 2025
BUY
$24.91 - $29.02 $63,196 - $73,623
2,537 Added 2.4%
108,143 $2.71 Billion
Q4 2024

Feb 13, 2025
BUY
$25.93 - $105.3 $2.05 Million - $8.31 Million
78,909 Added 295.57%
105,606 $2.94 Billion
Q3 2024

Nov 14, 2024
SELL
$92.63 - $105.69 $144,317 - $164,665
-1,558 Reduced 5.51%
26,697 $2.78 Billion
Q2 2024

Aug 13, 2024
SELL
$87.04 - $101.61 $1,131 - $1,320
-13 Reduced 0.05%
28,255 $2.85 Billion
Q1 2024

May 13, 2024
SELL
$80.6 - $93.32 $16,200 - $18,757
-201 Reduced 0.71%
28,268 $2.62 Billion
Q4 2023

Feb 14, 2024
SELL
$70.08 - $83.37 $6,657 - $7,920
-95 Reduced 0.33%
28,469 $2.36 Billion
Q3 2023

Nov 14, 2023
SELL
$71.99 - $78.02 $454,832 - $492,930
-6,318 Reduced 18.11%
28,564 $2.08 Billion
Q2 2023

Aug 08, 2023
BUY
$63.6 - $74.95 $2.22 Million - $2.61 Million
34,882 New
34,882 $2.61 Billion

Others Institutions Holding SCHG

# of Institutions
1,682
Shares Held
854M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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