Pineridge Advisors LLC Schwab Strategic Tr Long Term Transaction History

Pineridge Advisors LLC

$265 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 16, 2024	SELL	$32.9 - $35.0 $56,653 - $60,270	-1,722 Reduced 77.05%	513 $17.3 Million
Q4 2023 Mar 01, 2024	BUY	$29.71 - $35.56 $66,401 - $79,476	2,235 New	2,235 $78.4 Million

Others Institutions Holding SCHQ

# of Institutions

106

Shares Held

11.5M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

2.83M
Shares

$92.9 Million
12.56% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.22M
Shares

$40.2 Million
0.16% of portfolio
Envestnet Asset Management Inc

831K
Shares

$27.3 Million
0.01% of portfolio
Ambassador Advisors, LLC Lancaster, PA

414K
Shares

$13.6 Million
2.36% of portfolio
Wealth Enhancement Advisory Services, LLC

411K
Shares

$13.5 Million
0.03% of portfolio

About SCHWAB STRATEGIC TR LONG-TERM

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