Pineridge Advisors LLC Schwab Strategic Tr Us Broad M Transaction History
Pineridge Advisors LLC
- $256 Billion
- Q1 2025
A detailed history of Pineridge Advisors LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pineridge Advisors LLC holds 140,486 shares of SCHB stock, worth $3.43 Million. This represents 1.18% of its overall portfolio holdings.
Number of Shares
140,486
Previous 148,344
5.3%
Holding current value
$3.43 Million
Previous $3.37 Billion
10.18%
% of portfolio
1.18%
Previous 1.27%
Shares
6 transactions
Others Institutions Holding SCHB
# of Institutions
1,341Shares Held
495MCall Options Held
350KPut Options Held
28.3K-
Wealthfront Advisers LLC56.4MShares$1.37 Billion3.52% of portfolio
-
Betterment LLC New York, NY17.3MShares$421 Million0.88% of portfolio
-
Rebalance, LLC Palo Alto, CA13.2MShares$321 Million21.31% of portfolio
-
Scs Capital Management LLC Boston, MA11.9MShares$290 Million3.28% of portfolio
-
Evensky & Katz LLC8.78MShares$214 Million12.78% of portfolio