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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SCHWAB STRATEGIC U.S. MID-CAP


  • 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.