White Pine Investment CO Schwab Strategic U.S. Mid Cap Transaction History
White Pine Investment CO
- $370 Million
- Q4 2024
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 187,717 shares of SCHM stock, worth $5.48 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
187,717
Previous 27,813
574.93%
Holding current value
$5.48 Million
Previous $2.31 Million
125.19%
% of portfolio
1.41%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
956Shares Held
138MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$757 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$287 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$210 Million6.46% of portfolio
-
Advisory Alpha, LLC5.72MShares$167 Million5.7% of portfolio
-
Legacy Wealth Management, Inc4.18MShares$122 Million7.44% of portfolio