Pinnacle Private Wealth, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 17,562 shares of SCHJ stock, worth $437,118. This represents 0.33% of its overall portfolio holdings.
Number of Shares
17,562
Previous 17,562
-0.0%
Holding current value
$437,118
Previous $853,000
2.23%
% of portfolio
0.33%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
132Shares Held
7.45MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC427KShares$10.6 Million1.36% of portfolio
-
Envestnet Asset Management Inc375KShares$9.33 Million0.0% of portfolio
-
Meridian Wealth Management, LLC373KShares$9.27 Million0.41% of portfolio
-
Tap Consulting, LLC334KShares$8.32 Million1.74% of portfolio
-
White Wing Wealth Management The Wodlands, TX324KShares$8.07 Million5.51% of portfolio