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

Meadow Brook Investment Advisors LLC

$117 Billion
Q4 2025

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 13,895 shares of SCHM stock, worth $405,178. This represents 0.36% of its overall portfolio holdings.

Number of Shares

13,895

Previous 14,090 1.38%

Holding current value

$405,178

Previous $418 Million 0.05%

% of portfolio

0.36%

Previous 0.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$28.9 - $30.17 $5,635 - $5,883	-195 Reduced 1.38%	13,895 $418 Million
Q3 2025 Oct 28, 2025	SELL	$28.15 - $30.13 $11,119 - $11,901	-395 Reduced 2.73%	14,090 $418 Million
Q2 2025 Aug 04, 2025	BUY	$22.92 - $28.05 $14,554 - $17,811	635 Added 4.58%	14,485 $406 Million
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

1,067

Shares Held

282M

Call Options Held

8.7K

Put Options Held

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