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 $143,354. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,830
Previous 4,835
0.1%
Holding current value
$143,354
Previous $376 Million
6.65%
% of portfolio
0.36%
Previous 0.36%
Shares
4 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