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 $336,838. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,349
Previous 11,349
-0.0%
Holding current value
$336,838
Previous $687,000
8.3%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
947Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$770 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$292 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$213 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$96.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$70.4 Million0.18% of portfolio