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

Pinnacle Family Advisors, LLC

  • $171 Million
  • Q3 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 24,120 shares of SCHX stock, worth $564,408. This represents 0.96% of its overall portfolio holdings.

Number of Shares
24,120
Previous 25,574 5.69%
Holding current value
$564,408
Previous $1.64 Million 0.43%
% of portfolio
0.96%
Previous 1.01%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$61.11 - $67.85 $88,853 - $98,653
-1,454 Reduced 5.69%
24,120 $1.64 Million
Q2 2024

Aug 14, 2024
BUY
$58.7 - $64.78 $257,164 - $283,801
4,381 Added 20.67%
25,574 $1.64 Million
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $200,140 - $224,232
3,612 Added 20.54%
21,193 $1.32 Million
Q4 2023

Feb 14, 2024
BUY
$48.47 - $56.6 $218,357 - $254,983
4,505 Added 34.45%
17,581 $991,000
Q3 2023

Nov 14, 2023
SELL
$50.36 - $54.21 $372,563 - $401,045
-7,398 Reduced 36.13%
13,076 $661,000
Q2 2023

Aug 14, 2023
BUY
$47.67 - $52.37 $472,314 - $518,881
9,908 Added 93.77%
20,474 $1.07 Million
Q1 2023

May 15, 2023
BUY
$44.78 - $49.41 $219,198 - $241,861
4,895 Added 86.32%
10,566 $511,000
Q4 2022

Feb 10, 2023
BUY
$42.25 - $48.16 $239,599 - $273,115
5,671 New
5,671 $256,000
Q2 2022

Aug 15, 2022
SELL
$43.35 - $54.51 $85,312 - $107,275
-1,968 Reduced 15.01%
11,145 $498,000
Q1 2022

May 16, 2022
BUY
$49.51 - $57.27 $318,695 - $368,646
6,437 Added 96.42%
13,113 $706,000
Q4 2021

Feb 14, 2022
BUY
$51.9 - $57.29 $21,538 - $23,775
415 Added 6.63%
6,676 $760,000
Q3 2021

Nov 12, 2021
BUY
$51.52 - $54.94 $185,884 - $198,223
3,608 Added 136.0%
6,261 $651,000
Q2 2021

Aug 16, 2021
SELL
$48.62 - $52.01 $1,409 - $1,508
-29 Reduced 1.08%
2,653 $276,000
Q1 2021

May 14, 2021
SELL
$44.9 - $48.34 $47,369 - $50,998
-1,055 Reduced 28.23%
2,682 $258,000
Q4 2020

Feb 16, 2021
SELL
$39.35 - $45.48 $1,613 - $1,864
-41 Reduced 1.09%
3,737 $340,000
Q3 2020

Nov 16, 2020
BUY
$37.26 - $43.03 $19,188 - $22,160
515 Added 15.78%
3,778 $305,000
Q2 2020

Aug 12, 2020
SELL
$29.25 - $38.76 $213,144 - $282,444
-7,287 Reduced 69.07%
3,263 $242,000
Q1 2020

May 13, 2020
SELL
$26.61 - $40.52 $300,559 - $457,673
-11,295 Reduced 51.71%
10,550 $646,000
Q4 2019

Feb 14, 2020
BUY
$34.42 - $38.54 $2,168 - $2,428
63 Added 0.29%
21,845 $1.68 Million
Q3 2019

Nov 14, 2019
SELL
$35.28 - $36.01 $192,205 - $196,182
-5,448 Reduced 20.01%
21,782 $1.55 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-95 Reduced 0.35%
27,230 $1.91 Million
Q1 2019

May 15, 2019
SELL
N/A
-35,510 Reduced 56.51%
27,325 $1.85 Million
Q4 2018

Feb 14, 2019
BUY
N/A
54,946 Added 696.49%
62,835 $3.75 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-59,903 Reduced 88.36%
7,889 $549,000
Q2 2018

Aug 14, 2018
SELL
N/A
-15,950 Reduced 19.05%
67,792 $4.41 Million
Q1 2018

May 15, 2018
BUY
N/A
83,742 New
83,742 $5.28 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-27,953 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
8,948 Added 47.08%
27,953 $1.68 Million
Q2 2017

Sep 08, 2017
BUY
N/A
19,005 New
19,005 $1.1 Million
Q1 2017

Sep 08, 2017
SELL
N/A
-15,147 Closed
0 $0
Q4 2016

Aug 30, 2017
BUY
N/A
15,147
15,147 $806,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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