Pine Valley Investments LTD Liability CO Schwab Strategic U.S. Mid Cap Transaction History
Pine Valley Investments LTD Liability CO
- $1.53 Trillion
- Q2 2024
A detailed history of Pine Valley Investments LTD Liability CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pine Valley Investments LTD Liability CO holds 16,176 shares of SCHM stock, worth $460,692. This represents 0.08% of its overall portfolio holdings.
Number of Shares
16,176
Previous 16,103
0.45%
Holding current value
$460,692
Previous $1.31 Billion
3.98%
% of portfolio
0.08%
Previous 0.09%
Shares
5 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$738 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$280 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$205 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$92.8 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$67.5 Million0.18% of portfolio