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 $398,187. This represents 0.34% of its overall portfolio holdings.

Number of Shares
13,850
Previous 4,830 186.75%
Holding current value
$398,187
Previous $401 Million 4.37%
% of portfolio
0.34%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
980
Shares Held
173M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Meadow Brook Investment Advisors LLC Portfolio

Follow Meadow Brook Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meadow Brook Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meadow Brook Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email