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 75,616 shares of SCHV stock, worth $2.06 Million. This represents 1.08% of its overall portfolio holdings.
Number of Shares
75,616Holding current value
$2.06 Million% of portfolio
1.08%Shares
8 transactions
Others Institutions Holding SCHV
# of Institutions
875Shares Held
314MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA55.4MShares$1.51 Billion3.05% of portfolio
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Sei Investments CO Oaks, PA38.9MShares$1.06 Billion1.35% of portfolio
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Mather Group, Llc. Chicago, IL32MShares$873 Million10.86% of portfolio
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Envestnet Asset Management Inc15.9MShares$435 Million0.14% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ10.1MShares$276 Million0.66% of portfolio