Brinker Capital Investments, LLC Schwab Strategic U.S. Mid Cap Transaction History
Brinker Capital Investments, LLC
- $5.01 Billion
- Q4 2022
A detailed history of Brinker Capital Investments, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Brinker Capital Investments, LLC holds 11,349 shares of SCHM stock, worth $933,228. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,349
Previous 11,349
-0.0%
Holding current value
$933,228
Previous $687,000
8.3%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio