White Pine Investment CO Schwab Strategic U.S. Mid Cap Transaction History
White Pine Investment CO
- $371 Million
- Q1 2025
A detailed history of White Pine Investment CO transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, White Pine Investment CO holds 220,231 shares of SCHM stock, worth $6.03 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
220,231
Previous 187,717
17.32%
Holding current value
$6.03 Million
Previous $5.2 Million
10.92%
% of portfolio
1.55%
Previous 1.41%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
1,003Shares Held
284MCall Options Held
45.7KPut Options Held
5.47K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.61 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS28.9MShares$792 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$275 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$243 Million3.25% of portfolio
-
Northwestern Mutual Wealth Management CO8.2MShares$225 Million0.18% of portfolio