White Pine Investment CO Schwab Strategic U.S. Mid Cap Transaction History
White Pine Investment CO
- $401 Million
- Q2 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 221,951 shares of SCHM stock, worth $6.29 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
221,951
Previous 220,231
0.78%
Holding current value
$6.29 Million
Previous $5.77 Million
7.9%
% of portfolio
1.55%
Previous 1.55%
Shares
4 transactions
Others Institutions Holding SCHM
# of Institutions
1,022Shares Held
284MCall Options Held
45.7KPut Options Held
5.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.67 Billion3.31% of portfolio
-
Creative Planning Overland Park, KS29.6MShares$839 Million0.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL10MShares$285 Million0.37% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO8.87MShares$251 Million3.25% of portfolio
-
Advisory Alpha, LLC8.37MShares$237 Million7.39% of portfolio