Meadow Brook Investment Advisors LLC Schwab Strategic Tr Us Large C Transaction History
Meadow Brook Investment Advisors LLC
- $106 Billion
- Q2 2024
A detailed history of Meadow Brook Investment Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Meadow Brook Investment Advisors LLC holds 55,941 shares of SCHX stock, worth $3.6 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
55,941
Previous 55,996
0.1%
Holding current value
$3.6 Million
Previous $3.48 Billion
3.43%
% of portfolio
3.4%
Previous 3.24%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,270Shares Held
428MCall Options Held
40.4KPut Options Held
1.4K-
Charles Schwab Investment Advisory, Inc. San Francisco, CA97.7MShares$6.29 Billion8.33% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA50.4MShares$3.25 Billion0.73% of portfolio
-
Creative Planning Overland Park, KS28.3MShares$1.83 Billion1.95% of portfolio
-
Sei Investments CO Oaks, PA12.7MShares$818 Million1.18% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.5MShares$678 Million24.51% of portfolio