Meadow Brook Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Meadow Brook Investment Advisors LLC
- $111 Billion
- Q3 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 4,830 shares of SCHM stock, worth $140,456. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,830
Previous 4,835
0.1%
Holding current value
$140,456
Previous $376 Million
6.65%
% of portfolio
0.36%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
938Shares Held
106MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$754 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$286 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$209 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.4 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$69 Million0.18% of portfolio