Pinnacle Family Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Pinnacle Family Advisors, LLC
- $162 Million
- Q2 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 25,574 shares of SCHX stock, worth $1.72 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
25,574
Previous 21,193
20.67%
Holding current value
$1.72 Million
Previous $1.32 Million
24.94%
% of portfolio
1.01%
Previous 0.77%
Shares
30 transactions
Others Institutions Holding SCHX
# of Institutions
1,315Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.9 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$963 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$842 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$712 Million25.33% of portfolio