Pinnacle Private Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 8,257 shares of SCHB stock, worth $189,085. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,257Holding current value
$189,085% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,182Shares Held
167MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$472 Million4.26% of portfolio
-
Betterment LLC New York, NY6.06MShares$139 Million0.97% of portfolio
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Rebalance, LLC Palo Alto, CA3.82MShares$87.6 Million18.64% of portfolio
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Scs Capital Management LLC Boston, MA3.78MShares$86.5 Million5.07% of portfolio
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Milliman Financial Risk Management LLC Chicago, IL3.29MShares$75.5 Million2.16% of portfolio