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 $5.24 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
187,717
Previous 27,813
574.93%
Holding current value
$5.24 Million
Previous $2.31 Million
125.19%
% of portfolio
1.41%
Previous 0.67%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,009Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.66 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$799 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$282 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$212 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$209 Million2.94% of portfolio