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

Pineridge Advisors LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$22.92 - $28.05 $6,325 - $7,741	-276 Reduced 56.1%	216 $6.05 Million
Q1 2025 Apr 30, 2025	BUY	$25.58 - $29.24 $25 - $29	1 Added 0.2%	492 $12.9 Million
Q4 2024 Jan 29, 2025	SELL	$27.54 - $83.04 $1.17 Million - $3.53 Million	-42,517 Reduced 98.86%	491 $13.6 Million
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

1,061

281M

8.7K

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