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 $362,454. This represents 0.34% of its overall portfolio holdings.
Number of Shares
13,850
Previous 4,830
186.75%
Holding current value
$362,454
Previous $401 Million
4.37%
% of portfolio
0.34%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
276MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.55 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$748 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$264 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$198 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$196 Million2.94% of portfolio