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 80,260 shares of SCHX stock, worth $2.02 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares

80,260

Previous 75,242 6.67%

Holding current value

$2.02 Million

Previous $1.74 Million 1.61%

% of portfolio

1.09%

Previous 0.95%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$21.75 - $24.28 $109,141 - $121,837	5,018 Added 6.67%	80,260 $1.77 Million
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $1.15 Million - $3.49 Million	51,122 Added 211.95%	75,242 $1.74 Million
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

1,536

Shares Held

1.13B

Call Options Held

53.9K

Put Options Held

5.4K

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About SCHWAB STRATEGIC TR US LARGE-C

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