BROWN WEALTH MANAGEMENT, LLC SCHO Holdings History
BROWN WEALTH MANAGEMENT, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, BROWN WEALTH MANAGEMENT, LLC held 536,191.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $13.05 Mil. This investment constitutes 4.49% of their stock portfolio, and BROWN WEALTH MANAGEMENT, LLC now holds 0.12% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2023Q2. And since then BROWN WEALTH MANAGEMENT, LLC has made 7 purchases of SCHO, at an average price of $34.22, for a total of 536,191.00 shares. Based on historical transaction data and SCHO's current price of $24.30, BROWN WEALTH MANAGEMENT, LLC's estimated gain on his SCHO holdings is $-5.32 Mil, reflecting a -28.98% gain to date.
BROWN WEALTH MANAGEMENT, LLC SCHO ($24.30) Holding Chart
BROWN WEALTH MANAGEMENT, LLC SCHO ($24.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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