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 $316,523. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,349
Previous 11,349 -0.0%
Holding current value
$316,523
Previous $687,000 8.3%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 18, 2022
SELL
$60.91 - $76.4 $30,333 - $38,047
-498 Reduced 4.2%
11,349 $712,000
Q1 2022

May 16, 2022
SELL
$70.66 - $80.89 $17,947 - $20,546
-254 Reduced 2.1%
11,847 $899,000
Q4 2021

Feb 08, 2022
BUY
$76.01 - $83.39 $919,797 - $1.01 Million
12,101 New
12,101 $973,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
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 Brinker Capital Investments, LLC Portfolio

Follow Brinker Capital Investments, 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 Brinker Capital Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brinker Capital Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email