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 $339,740. This represents 0.34% of its overall portfolio holdings.
Number of Shares
13,850
Previous 4,830
186.75%
Holding current value
$339,740
Previous $401 Million
4.37%
% of portfolio
0.34%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,002Shares Held
274MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.46 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$701 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$247 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$186 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$184 Million2.94% of portfolio