White Pine Investment CO Schwab Strategic U.S. Mid Cap Transaction History
White Pine Investment CO
- $421 Million
- Q3 2025
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 226,887 shares of SCHM stock, worth $6.62 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
226,887
Previous 221,951
2.22%
Holding current value
$6.62 Million
Previous $6.23 Million
8.01%
% of portfolio
1.6%
Previous 1.55%
Shares
5 transactions
Others Institutions Holding SCHM
# of Institutions
1,068Shares Held
282MCall Options Held
8.7KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA58.8MShares$1.71 Billion3.34% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$861 Million0.68% of portfolio
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High Tower Advisors, LLC Chicago, IL10.8MShares$314 Million0.38% of portfolio
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Northwestern Mutual Wealth Management CO10.5MShares$305 Million0.21% of portfolio
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Moneta Group Investment Advisors LLC St Louis, MO10MShares$292 Million2.42% of portfolio