Pitcairn CO Schwab Strategic U.S. Mid Cap Transaction History

Pitcairn CO

$1.24 Billion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 18, 2025	SELL	$22.92 - $28.05 $70,960 - $86,842	-3,096 Reduced 25.45%	9,071 $254,000
Q2 2025 Aug 14, 2025	BUY	$22.92 - $28.05 $70,960 - $86,842	3,096 Added 34.13%	12,167 $341,000
Q1 2025 May 09, 2025	BUY	$25.58 - $29.24 $232,036 - $265,236	9,071 New	9,071 $237,000

Others Institutions Holding SCHM

# of Institutions

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

58.8M
Shares

$1.71 Billion
3.34% of portfolio
Creative Planning Overland Park, KS

29.5M
Shares

$861 Million
0.68% of portfolio
High Tower Advisors, LLC Chicago, IL

10.8M
Shares

$314 Million
0.38% of portfolio
Northwestern Mutual Wealth Management CO

10.5M
Shares

$305 Million
0.21% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

10M
Shares

$292 Million
2.42% of portfolio

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