Pinnacle Family Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Pinnacle Family Advisors, LLC

  • $183 Million
  • Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 45,151 shares of SCHI stock, worth $1.01 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
45,151
Previous 18,503 144.02%
Holding current value
$1.01 Million
Previous $854,000 16.63%
% of portfolio
0.54%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$22.02 - $46.16 $586,788 - $1.23 Million
26,648 Added 144.02%
45,151 $996,000
Q3 2024

Nov 14, 2024
BUY
$43.73 - $46.29 $102,984 - $109,012
2,355 Added 14.58%
18,503 $854,000
Q2 2024

Aug 14, 2024
BUY
$43.11 - $44.42 $696,140 - $717,294
16,148 New
16,148 $712,000
Q2 2021

Aug 16, 2021
SELL
$51.28 - $52.56 $400,291 - $410,283
-7,806 Closed
0 $0
Q1 2021

May 14, 2021
BUY
$51.17 - $53.57 $399,433 - $418,167
7,806 New
7,806 $401,000

Others Institutions Holding SCHI

# of Institutions
219
Shares Held
42.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

SCHI Quotes by TradingView
  • Ticker SCHI
  • Sector ETFs
  • Industry ETFs
More about SCHI
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