Brown Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Brown Wealth Management, LLC

$356 Billion
Q3 2025

A detailed history of Brown Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Brown Wealth Management, LLC holds 281,133 shares of SCHH stock, worth $5.96 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

281,133

Previous 360,476 22.01%

Holding current value

$5.96 Million

Previous $7.63 Billion 20.5%

% of portfolio

1.7%

Previous 2.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$20.76 - $21.78 $1.65 Million - $1.73 Million	-79,343 Reduced 22.01%	281,133 $6.06 Billion
Q2 2025 Aug 11, 2025	SELL	$18.94 - $21.67 $135,307 - $154,810	-7,144 Reduced 1.94%	360,476 $7.63 Billion
Q1 2025 May 07, 2025	BUY	$20.2 - $22.24 $428,765 - $472,066	21,226 Added 6.13%	367,620 $7.91 Billion
Q4 2024 Feb 13, 2025	SELL	$20.55 - $23.26 $16,604 - $18,794	-808 Reduced 0.23%	346,394 $7.3 Billion
Q3 2024 Nov 14, 2024	BUY	$19.78 - $23.53 $271,915 - $323,466	13,747 Added 4.12%	347,202 $8.04 Billion

Q2 2024 Aug 13, 2024	BUY	$18.53 - $20.2 $767,142 - $836,280	41,400 Added 14.18%	333,455 $6.66 Billion
Q1 2024 May 13, 2024	BUY	$19.39 - $20.93 $5.66 Million - $6.11 Million	292,055 New	292,055 $5.93 Billion

Others Institutions Holding SCHH

# of Institutions

602

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Brown Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History