Pinnacle Family Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Pinnacle Family Advisors, LLC

  • $162 Million
  • Q2 2024

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
SELL
$65.29 - $71.03 $21,153 - $23,013
-324 Reduced 6.89%
4,377 $310,000
Q1 2023

May 15, 2023
SELL
$64.24 - $73.9 $42,976 - $49,439
-669 Reduced 12.46%
4,701 $318,000
Q4 2022

Feb 10, 2023
BUY
$61.05 - $69.94 $37,728 - $43,222
618 Added 13.01%
5,370 $352,000
Q3 2022

Nov 14, 2022
SELL
$60.5 - $72.51 $484 - $580
-8 Reduced 0.17%
4,752 $288,000
Q2 2022

Aug 15, 2022
BUY
$60.91 - $76.4 $4,750 - $5,959
78 Added 1.67%
4,760 $299,000
Q1 2022

May 16, 2022
SELL
$70.66 - $80.89 $2.5 Million - $2.86 Million
-35,348 Reduced 88.3%
4,682 $355,000
Q4 2021

Feb 14, 2022
BUY
$76.01 - $83.39 $426,340 - $467,734
5,609 Added 16.3%
40,030 $3.22 Million
Q3 2021

Nov 12, 2021
BUY
$74.65 - $80.95 $66,513 - $72,126
891 Added 2.66%
34,421 $2.64 Million
Q2 2021

Aug 16, 2021
BUY
$74.64 - $79.12 $329,834 - $349,631
4,419 Added 15.18%
33,530 $2.62 Million
Q1 2021

May 14, 2021
SELL
$67.07 - $76.85 $319,856 - $366,497
-4,769 Reduced 14.08%
29,111 $2.17 Million
Q4 2020

Feb 16, 2021
BUY
$55.93 - $68.45 $135,574 - $165,922
2,424 Added 7.71%
33,880 $2.31 Million
Q3 2020

Nov 16, 2020
BUY
$51.99 - $58.83 $18,664 - $21,119
359 Added 1.15%
31,456 $1.75 Million
Q2 2020

Aug 12, 2020
BUY
$39.01 - $57.03 $811,798 - $1.19 Million
20,810 Added 202.29%
31,097 $1.64 Million
Q1 2020

May 13, 2020
SELL
$35.83 - $62.24 $504,163 - $875,779
-14,071 Reduced 57.77%
10,287 $434,000
Q4 2019

Feb 14, 2020
SELL
$54.56 - $60.24 $38,628 - $42,649
-708 Reduced 2.82%
24,358 $1.47 Million
Q3 2019

Nov 14, 2019
BUY
$56.23 - $57.59 $137,313 - $140,634
2,442 Added 10.79%
25,066 $1.42 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-2,502 Reduced 9.96%
22,624 $1.29 Million
Q1 2019

May 15, 2019
BUY
N/A
16,042 Added 176.6%
25,126 $1.39 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-7 Reduced 0.08%
9,084 $435,000
Q3 2018

Nov 14, 2018
SELL
N/A
-14,335 Reduced 61.19%
9,091 $526,000
Q2 2018

Aug 14, 2018
SELL
N/A
-10,809 Reduced 31.57%
23,426 $1.29 Million
Q1 2018

May 15, 2018
BUY
N/A
34,235 New
34,235 $1.81 Million
Q2 2017

Sep 08, 2017
SELL
N/A
-34,337 Closed
0 $0
Q1 2017

Sep 08, 2017
BUY
N/A
7,828 Added 29.53%
34,337 $1.63 Million
Q4 2016

Aug 30, 2017
BUY
N/A
26,509
26,509 $1.2 Million

Others Institutions Holding SCHM

# of Institutions
912
Shares Held
94.8M
Call Options Held
6.2K
Put Options Held
3K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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