Pineridge Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Pineridge Advisors LLC

  • $264 Billion
  • Q3 2024

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 43,008 shares of SCHM stock, worth $1.24 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
43,008
Previous 41,809 2.87%
Holding current value
$1.24 Million
Previous $3.25 Billion 9.82%
% of portfolio
1.35%
Previous 1.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$75.47 - $83.18 $90,488 - $99,732
1,199 Added 2.87%
43,008 $3.57 Billion
Q2 2024

Jul 25, 2024
BUY
$75.69 - $81.19 $3.16 Million - $3.39 Million
41,809 New
41,809 $3.25 Billion

Others Institutions Holding SCHM

# of Institutions
947
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Pineridge Advisors LLC Portfolio

Follow Pineridge Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pineridge Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pineridge Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email