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 $141,036. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,830
Previous 4,835
0.1%
Holding current value
$141,036
Previous $376 Million
6.65%
% of portfolio
0.36%
Previous 0.36%
Shares
4 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
-
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
-
Cerity Partners LLC New York, NY2.26MShares$66.1 Million0.42% of portfolio