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

Pinnacle Family Advisors, LLC

  • $181 Million
  • Q2 2025

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 77,563 shares of SCHV stock, worth $2.24 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
77,563
Previous 145,323 46.63%
Holding current value
$2.24 Million
Previous $3.86 Million 44.43%
% of portfolio
1.18%
Previous 2.38%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$23.55 - $27.67 $1.6 Million - $1.87 Million
-67,760 Reduced 46.63%
77,563 $2.15 Million
Q1 2025

May 15, 2025
BUY
$25.77 - $27.6 $1.8 Million - $1.92 Million
69,707 Added 92.19%
145,323 $3.86 Million
Q4 2024

Feb 14, 2025
BUY
$25.79 - $80.4 $1.95 Million - $6.08 Million
75,616 New
75,616 $1.97 Million
Q2 2023

Aug 14, 2023
BUY
$63.33 - $67.21 $15,515 - $16,466
245 Added 2.2%
11,373 $763,000
Q1 2023

May 15, 2023
SELL
$62.59 - $69.3 $94,886 - $105,058
-1,516 Reduced 11.99%
11,128 $729,000
Q4 2022

Feb 10, 2023
BUY
$59.13 - $69.24 $747,639 - $875,470
12,644 New
12,644 $834,000
Q3 2019

Nov 14, 2019
SELL
$56.56 - $57.5 $288,003 - $292,790
-5,092 Closed
0 $0
Q2 2019

Aug 14, 2019
BUY
N/A
5,092 New
5,092 $286,000
Q1 2017

Sep 08, 2017
SELL
N/A
-16,940 Closed
0 $0
Q4 2016

Aug 30, 2017
BUY
N/A
16,940
16,940 $814,000

Others Institutions Holding SCHV

# of Institutions
969
Shares Held
343M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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