Pinnacle Family Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History
Pinnacle Family Advisors, LLC
- $162 Million
- Q1 2025
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 48,108 shares of SCHI stock, worth $1.08 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
48,108
Previous 45,151
6.55%
Holding current value
$1.08 Million
Previous $996,000
8.43%
% of portfolio
0.67%
Previous 0.54%
Shares
6 transactions
Others Institutions Holding SCHI
# of Institutions
233Shares Held
55.7MCall Options Held
0Put Options Held
0-
River Front Investment Group, LLC Richmond, VA8.45MShares$190 Million4.35% of portfolio
-
Jane Street Group, LLC New York, NY7.68MShares$172 Million0.04% of portfolio
-
Envestnet Asset Management Inc7.46MShares$167 Million0.06% of portfolio
-
Captrust Financial Advisors Raleigh, NC6.33MShares$142 Million0.37% of portfolio
-
Campbell Wealth Management5.68MShares$127 Million11.29% of portfolio