Brookwood Investment Group LLC Schwab Strategic U.S. Mid Cap Transaction History
Brookwood Investment Group LLC
- $582 Billion
- Q1 2025
A detailed history of Brookwood Investment Group LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Brookwood Investment Group LLC holds 7,746 shares of SCHM stock, worth $197,987. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,746Holding current value
$197,987% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
1,000Shares Held
273MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.52 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$731 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$258 Million0.39% of portfolio
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Northwestern Mutual Wealth Management CO7.58MShares$194 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$191 Million2.94% of portfolio