Brown Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Brown Wealth Management, LLC

$282 Billion
Q4 2024

A detailed history of Brown Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Brown Wealth Management, LLC holds 219,828 shares of SCHM stock, worth $5.75 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

219,828

Previous 72,012 205.27%

Holding current value

$5.75 Million

Previous $5.98 Billion 1.8%

% of portfolio

2.16%

Previous 2.16%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$27.54 - $83.04 $4.07 Million - $12.3 Million	147,816 Added 205.27%	219,828 $6.09 Billion
Q3 2024 Nov 14, 2024	SELL	$75.47 - $83.18 $2.42 Million - $2.66 Million	-32,026 Reduced 30.78%	72,012 $5.98 Billion
Q2 2024 Aug 13, 2024	BUY	$75.69 - $81.19 $393,663 - $422,269	5,201 Added 5.26%	104,038 $8.1 Billion
Q1 2024 May 13, 2024	BUY	$72.89 - $81.43 $7.2 Million - $8.05 Million	98,837 New	98,837 $8.05 Billion

Others Institutions Holding SCHM

# of Institutions

1,010

Shares Held

275M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

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Brown Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History