Pinnacle Family Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Pinnacle Family Advisors, LLC

  • $162 Million
  • Q1 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 41,898 shares of SCHZ stock, worth $970,357. This represents 0.6% of its overall portfolio holdings.

Number of Shares
41,898
Previous 39,765 5.36%
Holding current value
$970,357
Previous $902,000 7.54%
% of portfolio
0.6%
Previous 0.49%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$22.46 - $23.26 $47,907 - $49,613
2,133 Added 5.36%
41,898 $970,000
Q4 2024

Feb 14, 2025
BUY
$22.63 - $47.53 $466,359 - $979,498
20,608 Added 107.57%
39,765 $902,000
Q3 2024

Nov 14, 2024
BUY
$45.2 - $47.87 $26,758 - $28,339
592 Added 3.19%
19,157 $910,000
Q2 2024

Aug 14, 2024
SELL
$44.66 - $45.99 $38,764 - $39,919
-868 Reduced 4.47%
18,565 $846,000
Q1 2024

May 15, 2024
BUY
$45.44 - $46.67 $7,179 - $7,373
158 Added 0.82%
19,433 $893,000
Q4 2023

Feb 14, 2024
SELL
$43.09 - $46.83 $61,187 - $66,498
-1,420 Reduced 6.86%
19,275 $898,000
Q3 2023

Nov 14, 2023
SELL
$44.14 - $46.33 $95,872 - $100,628
-2,172 Reduced 9.5%
20,695 $915,000
Q2 2023

Aug 14, 2023
BUY
$45.86 - $47.33 $130,701 - $134,890
2,850 Added 14.24%
22,867 $1.06 Million
Q1 2023

May 15, 2023
BUY
$45.33 - $47.44 $107,749 - $112,764
2,377 Added 13.48%
20,017 $938,000
Q4 2022

Feb 10, 2023
SELL
$44.04 - $47.03 $30,695 - $32,779
-697 Reduced 3.8%
17,640 $805,000
Q3 2022

Nov 14, 2022
SELL
$44.98 - $49.09 $12,999 - $14,187
-289 Reduced 1.55%
18,337 $831,000
Q2 2022

Aug 15, 2022
BUY
$46.62 - $50.36 $94,172 - $101,727
2,020 Added 12.16%
18,626 $892,000
Q1 2022

May 16, 2022
BUY
$50.05 - $53.52 $831,130 - $888,753
16,606 New
16,606 $840,000

Others Institutions Holding SCHZ

# of Institutions
709
Shares Held
170M
Call Options Held
1.7K
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Pinnacle Family Advisors, LLC Portfolio

Follow Pinnacle Family Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email