Pinnacle Family Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Pinnacle Family Advisors, LLC

$183 Million
Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 227,290 shares of SCHG stock, worth $6.37 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

227,290

Previous 56,871 299.66%

Holding current value

$6.37 Million

Previous $5.92 Million 6.92%

% of portfolio

3.47%

Previous 3.46%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$25.93 - $105.3 $4.42 Million - $17.9 Million	170,419 Added 299.66%	227,290 $6.33 Million
Q3 2024 Nov 14, 2024	SELL	$92.63 - $105.69 $45,573 - $51,999	-492 Reduced 0.86%	56,871 $5.92 Million
Q2 2024 Aug 14, 2024	SELL	$87.04 - $101.61 $952,043 - $1.11 Million	-10,938 Reduced 16.01%	57,363 $5.78 Million
Q1 2024 May 15, 2024	SELL	$80.6 - $93.32 $1.81 Million - $2.1 Million	-22,468 Reduced 24.75%	68,301 $6.33 Million
Q4 2023 Feb 14, 2024	BUY	$70.08 - $83.37 $150,952 - $179,578	2,154 Added 2.43%	90,769 $7.53 Million
Q3 2023 Nov 14, 2023	BUY	$71.99 - $78.02 $853,441 - $924,927	11,855 Added 15.44%	88,615 $6.44 Million
Q2 2023 Aug 14, 2023	BUY	$63.6 - $74.95 $2.89 Million - $3.41 Million	45,440 Added 145.08%	76,760 $5.75 Million
Q1 2023 May 15, 2023	BUY	$54.19 - $65.17 $1.7 Million - $2.04 Million	31,320 New	31,320 $2.04 Million
Q2 2020 Aug 12, 2020	SELL	$37.99 - $51.32 $146,451 - $197,838	-3,855 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$34.6 - $51.17 $251,680 - $372,210	-7,274 Reduced 65.36%	3,855 $307,000
Q4 2019 Feb 14, 2020	SELL	$40.97 - $46.72 $10,078 - $11,493	-246 Reduced 2.16%	11,129 $1.03 Million
Q3 2019 Nov 14, 2019	SELL	$41.7 - $42.86 $176,933 - $181,854	-4,243 Reduced 27.17%	11,375 $956,000
Q2 2019 Aug 14, 2019	SELL	N/A	-721 Reduced 4.41%	15,618 $1.3 Million
Q1 2019 May 15, 2019	SELL	N/A	-10,937 Reduced 40.1%	16,339 $1.3 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-4,948 Reduced 15.36%	27,276 $1.88 Million
Q3 2018 Nov 14, 2018	BUY	N/A	19,584 Added 154.94%	32,224 $2.64 Million
Q2 2018 Aug 14, 2018	BUY	N/A	2,057 Added 19.44%	12,640 $958,000
Q1 2018 May 15, 2018	SELL	N/A	-3,613 Reduced 25.45%	10,583 $759,000
Q4 2017 Feb 13, 2018	SELL	N/A	-13,129 Reduced 48.05%	14,196 $1 Million
Q3 2017 Nov 13, 2017	BUY	N/A	9,749 Added 55.47%	27,325 $1.81 Million
Q2 2017 Sep 08, 2017	BUY	N/A	17,576	17,576 $1.11 Million

Others Institutions Holding SCHG

# of Institutions

1,461

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

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About SCHWAB STRATEGIC TR US LARGE-C

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Pinnacle Family Advisors, LLC Schwab Strategic Tr Us Large C Transaction History