Pinnacle Family Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Pinnacle Family Advisors, LLC

  • $162 Million
  • Q2 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 66,155 shares of SCHB stock, worth $4.38 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares
66,155
Previous 69,017 4.15%
Holding current value
$4.38 Million
Previous $4.21 Million 1.28%
% of portfolio
2.56%
Previous 2.48%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$57.57 - $63.3 $164,765 - $181,164
-2,862 Reduced 4.15%
66,155 $4.16 Million
Q1 2024

May 15, 2024
BUY
$54.61 - $61.05 $2.62 Million - $2.93 Million
48,026 Added 228.79%
69,017 $4.21 Million
Q4 2023

Feb 14, 2024
BUY
$47.61 - $55.91 $221,481 - $260,093
4,652 Added 28.47%
20,991 $1.17 Million
Q3 2023

Nov 14, 2023
SELL
$49.59 - $53.57 $365,379 - $394,703
-7,368 Reduced 31.08%
16,339 $814,000
Q2 2023

Aug 14, 2023
BUY
$47.08 - $51.7 $465,856 - $511,571
9,895 Added 71.64%
23,707 $1.23 Million
Q1 2023

May 15, 2023
BUY
$44.47 - $49.23 $219,370 - $242,851
4,933 Added 55.56%
13,812 $660,000
Q4 2022

Feb 10, 2023
BUY
$41.94 - $47.81 $56,325 - $64,208
1,343 Added 17.82%
8,879 $397,000
Q3 2022

Nov 14, 2022
SELL
$41.99 - $50.63 $289,101 - $348,587
-6,885 Reduced 47.74%
7,536 $316,000
Q2 2022

Aug 15, 2022
SELL
$42.93 - $53.98 $57,612 - $72,441
-1,342 Reduced 8.51%
14,421 $637,000
Q1 2022

May 16, 2022
BUY
$49.15 - $56.85 $325,618 - $376,631
6,625 Added 72.5%
15,763 $842,000
Q4 2021

Feb 14, 2022
BUY
$51.87 - $56.86 $23,082 - $25,302
445 Added 5.12%
9,138 $1.03 Million
Q3 2021

Nov 12, 2021
BUY
$51.32 - $54.83 $159,092 - $169,973
3,100 Added 55.43%
8,693 $903,000
Q2 2021

Aug 16, 2021
SELL
$48.92 - $52.14 $2,788 - $2,971
-57 Reduced 1.01%
5,593 $583,000
Q1 2021

May 14, 2021
SELL
$44.89 - $48.81 $47,269 - $51,396
-1,053 Reduced 15.71%
5,650 $546,000
Q4 2020

Feb 16, 2021
BUY
$39.03 - $45.5 $10,772 - $12,558
276 Added 4.29%
6,703 $610,000
Q3 2020

Nov 16, 2020
SELL
$36.93 - $42.52 $26,072 - $30,019
-706 Reduced 9.9%
6,427 $512,000
Q2 2020

Aug 12, 2020
BUY
$28.84 - $38.49 $205,715 - $274,549
7,133 New
7,133 $524,000
Q1 2020

May 13, 2020
SELL
$26.18 - $40.44 $116,055 - $179,270
-4,433 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$34.47 - $38.58 $17,510 - $19,598
508 Added 12.94%
4,433 $341,000
Q3 2019

Nov 14, 2019
SELL
$35.32 - $36.13 $15,187 - $15,535
-430 Reduced 9.87%
3,925 $279,000
Q2 2019

Aug 14, 2019
SELL
N/A
-301 Reduced 6.46%
4,355 $307,000
Q1 2019

May 15, 2019
BUY
N/A
325 Added 7.5%
4,656 $317,000
Q4 2018

Feb 14, 2019
SELL
N/A
-697 Reduced 13.86%
4,331 $260,000
Q3 2018

Nov 14, 2018
SELL
N/A
-18,409 Reduced 78.55%
5,028 $354,000
Q2 2018

Aug 14, 2018
BUY
N/A
13,013 Added 124.84%
23,437 $1.55 Million
Q1 2018

May 15, 2018
BUY
N/A
2,044 Added 24.39%
10,424 $665,000
Q4 2017

Feb 13, 2018
SELL
N/A
-11 Reduced 0.13%
8,380 $541,000
Q3 2017

Nov 13, 2017
SELL
N/A
-120 Reduced 1.41%
8,391 $511,000
Q2 2017

Sep 08, 2017
BUY
N/A
206 Added 2.48%
8,511 $498,000
Q1 2017

Sep 08, 2017
BUY
N/A
144 Added 1.76%
8,305 $474,000
Q4 2016

Aug 30, 2017
BUY
N/A
8,161
8,161 $442,000

Others Institutions Holding SCHB

# of Institutions
1,146
Shares Held
165M
Call Options Held
188K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Pinnacle Family Advisors, LLC Portfolio

Follow Pinnacle Family Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email