Meadow Brook Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Meadow Brook Investment Advisors LLC

$113 Billion
Q4 2024

A detailed history of Meadow Brook Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Meadow Brook Investment Advisors LLC holds 13,850 shares of SCHM stock, worth $385,722. This represents 0.34% of its overall portfolio holdings.

Number of Shares

13,850

Previous 4,830 186.75%

Holding current value

$385,722

Previous $401 Million 4.37%

% of portfolio

0.34%

Previous 0.36%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$27.54 - $83.04 $248,410 - $749,020	9,020 Added 186.75%	13,850 $384 Million
Q3 2024 Nov 06, 2024	SELL	$75.47 - $83.18 $377 - $415	-5 Reduced 0.1%	4,830 $401 Million
Q2 2024 Jul 23, 2024	BUY	$75.69 - $81.19 $5,298 - $5,683	70 Added 1.47%	4,835 $376 Million
Q1 2024 Apr 30, 2024	BUY	$72.89 - $81.43 $15,817 - $17,670	217 Added 4.77%	4,765 $388 Million
Q4 2023 Feb 06, 2024	BUY	$63.01 - $75.95 $286,569 - $345,420	4,548 New	4,548 $343 Million

Others Institutions Holding SCHM

# of Institutions

1,009

Shares Held

271M

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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Meadow Brook Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History