Pinnacle Private Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 2,900 shares of SCHD stock, worth $83,578. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,900
Previous 2,755
5.26%
Holding current value
$83,578
Previous $217,000
4.15%
% of portfolio
0.08%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,677Shares Held
275MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$322 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$293 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$267 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$258 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$238 Million4.66% of portfolio