Pineridge Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Pineridge Advisors LLC
- $256 Billion
- Q1 2025
A detailed history of Pineridge Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pineridge Advisors LLC holds 492 shares of SCHM stock, worth $13,308. This represents 0.01% of its overall portfolio holdings.
Number of Shares
492
Previous 491
0.2%
Holding current value
$13,308
Previous $13.6 Million
5.22%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,004Shares Held
283MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.59 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$782 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$272 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$240 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$222 Million0.18% of portfolio