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

Meadow Brook Investment Advisors LLC

  • $112 Billion
  • Q2 2025

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 14,485 shares of SCHM stock, worth $410,649. This represents 0.36% of its overall portfolio holdings.

Number of Shares
14,485
Previous 13,850 4.58%
Holding current value
$410,649
Previous $363 Million 11.97%
% of portfolio
0.36%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$22.92 - $28.05 $14,554 - $17,811
635 Added 4.58%
14,485 $406 Million
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $248,410 - $749,020
9,020 Added 186.75%
13,850 $384 Million
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
1,027
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.3K
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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