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

Pinnacle Family Advisors, LLC

$162 Million
Q1 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 145,323 shares of SCHV stock, worth $3.75 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

145,323

Previous 75,616 92.19%

Holding current value

$3.75 Million

Previous $1.97 Million 95.94%

% of portfolio

2.38%

Previous 1.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

923

Shares Held

335M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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