Meadow Brook Investment Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Meadow Brook Investment Advisors LLC

  • $111 Billion
  • Q3 2024

A detailed history of Meadow Brook Investment Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Meadow Brook Investment Advisors LLC holds 4,830 shares of SCHM stock, worth $136,061. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,830
Previous 4,835 0.1%
Holding current value
$136,061
Previous $376 Million 6.65%
% of portfolio
0.36%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$75.47 - $83.18 $377 - $415
-5 Reduced 0.1%
4,830 $401 Million
Q2 2024

Jul 23, 2024
BUY
$75.69 - $81.19 $5,298 - $5,683
70 Added 1.47%
4,835 $376 Million
Q1 2024

Apr 30, 2024
BUY
$72.89 - $81.43 $15,817 - $17,670
217 Added 4.77%
4,765 $388 Million
Q4 2023

Feb 06, 2024
BUY
$63.01 - $75.95 $286,569 - $345,420
4,548 New
4,548 $343 Million

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
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