Pinnacle Wealth Management Advisory Group, LLC Schwab Strategic Tr Us Small C Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $925 Million
  • Q1 2024

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 23,520 shares of SCHA stock, worth $1.11 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
23,520
Previous 25,278 6.95%
Holding current value
$1.11 Million
Previous $1.19 Million 3.02%
% of portfolio
0.13%
Previous 0.14%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
SELL
$44.84 - $49.24 $78,828 - $86,563
-1,758 Reduced 6.95%
23,520 $1.16 Million
Q4 2023

Feb 06, 2024
SELL
$38.13 - $48.02 $4,423 - $5,570
-116 Reduced 0.46%
25,278 $1.19 Million
Q3 2023

Oct 25, 2023
SELL
$40.85 - $46.1 $126,675 - $142,956
-3,101 Reduced 10.88%
25,394 $1.05 Million
Q2 2023

Aug 02, 2023
BUY
$39.91 - $43.82 $2,314 - $2,541
58 Added 0.2%
28,495 $1.25 Million
Q1 2023

May 04, 2023
BUY
$39.82 - $46.36 $90,431 - $105,283
2,271 Added 8.68%
28,437 $1.19 Million
Q4 2022

Feb 06, 2023
SELL
$39.61 - $43.54 $2,772 - $3,047
-70 Reduced 0.27%
26,166 $1.06 Million
Q3 2022

Nov 09, 2022
SELL
N/A
-19 Reduced 0.07%
26,236 $992,000
Q2 2022

Aug 01, 2022
SELL
N/A
-2,150 Reduced 7.57%
26,255 $1.02 Million
Q1 2022

May 05, 2022
BUY
N/A
14,358 Added 102.21%
28,405 $1.35 Million
Q4 2021

Jan 20, 2022
BUY
N/A
1,470 Added 11.69%
14,047 $1.44 Million
Q3 2021

Oct 29, 2021
SELL
N/A
-1,050 Reduced 7.71%
12,577 $1.26 Million
Q2 2021

Aug 10, 2021
BUY
N/A
760 Added 5.91%
13,627 $1.42 Million
Q1 2021

May 13, 2021
BUY
N/A
314 Added 2.5%
12,867 $1.28 Million
Q4 2020

Feb 03, 2021
BUY
N/A
2,665 Added 26.95%
12,553 $1.12 Million
Q2 2020

Aug 11, 2020
BUY
N/A
790 Added 8.68%
9,888 $646,000
Q1 2020

May 08, 2020
SELL
N/A
-7,069 Reduced 43.72%
9,098 $469,000
Q4 2019

Feb 05, 2020
SELL
N/A
-51 Reduced 0.31%
16,167 $1.22 Million
Q3 2019

Nov 06, 2019
BUY
N/A
141 Added 0.88%
16,218 $1.13 Million
Q2 2019

Aug 08, 2019
SELL
N/A
-171 Reduced 1.05%
16,077 $1.15 Million
Q1 2019

May 09, 2019
BUY
N/A
259 Added 1.62%
16,248 $1.14 Million
Q4 2018

Feb 05, 2019
SELL
N/A
-67 Reduced 0.42%
15,989 $970,000
Q2 2018

Aug 14, 2018
SELL
N/A
-2,500 Reduced 13.47%
16,056 $1.18 Million
Q1 2018

May 15, 2018
SELL
N/A
-239 Reduced 1.27%
18,556 $1.28 Million
Q4 2017

Feb 12, 2018
BUY
N/A
25 Added 0.13%
18,795 $1.31 Million
Q3 2017

Nov 08, 2017
BUY
N/A
261 Added 1.41%
18,770 $1.27 Million
Q2 2017

Aug 07, 2017
BUY
N/A
18,509
18,509 $1.18 Million

Others Institutions Holding SCHA

# of Institutions
1,103
Shares Held
225M
Call Options Held
56K
Put Options Held
25.6K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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