Pineridge Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
Pineridge Advisors LLC
- $265 Billion
- Q4 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 491 shares of SCHM stock, worth $14,209. This represents 0.01% of its overall portfolio holdings.
Number of Shares
491
Previous 43,008
98.86%
Holding current value
$14,209
Previous $3.57 Billion
99.62%
% of portfolio
0.01%
Previous 1.35%
Shares
3 transactions
Others Institutions Holding SCHM
# of Institutions
965Shares Held
151MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$750 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$284 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$208 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$166 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$121 Million7.44% of portfolio