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 $331,390. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,349
Previous 11,349
-0.0%
Holding current value
$331,390
Previous $687,000
8.3%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
932Shares Held
95.7MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$757 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$69.3 Million0.18% of portfolio