Pinnacle Wealth Management Advisory Group, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 8,432 shares of SCHB stock, worth $534,335. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,432
Previous 8,227 2.49%
Holding current value
$534,335
Previous $457,000 12.47%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Apr 30, 2024
BUY
$54.61 - $61.05 $11,195 - $12,515
205 Added 2.49%
8,432 $514,000
Q3 2023

Oct 25, 2023
SELL
$49.59 - $53.57 $3,967 - $4,285
-80 Reduced 0.96%
8,227 $410,000
Q1 2023

May 04, 2023
SELL
$44.47 - $49.23 $113,576 - $125,733
-2,554 Reduced 23.52%
8,307 $397,000
Q4 2022

Feb 06, 2023
BUY
$43.88 - $47.81 $167,665 - $182,682
3,821 Added 54.28%
10,861 $486,000
Q3 2022

Nov 09, 2022
BUY
N/A
4 Added 0.06%
7,040 $296,000
Q2 2022

Aug 01, 2022
BUY
N/A
2,693 Added 62.01%
7,036 $311,000
Q1 2022

May 05, 2022
BUY
N/A
2,172 Added 100.05%
4,343 $232,000
Q4 2021

Jan 20, 2022
BUY
N/A
2 Added 0.09%
2,171 $245,000
Q3 2021

Oct 29, 2021
BUY
N/A
19 Added 0.88%
2,169 $225,000
Q2 2021

Aug 10, 2021
BUY
N/A
1 Added 0.05%
2,150 $224,000
Q1 2021

May 13, 2021
SELL
N/A
-263 Reduced 10.9%
2,149 $208,000
Q4 2020

Feb 03, 2021
BUY
N/A
2,412 New
2,412 $220,000
Q1 2020

May 08, 2020
SELL
N/A
-3,404 Closed
0 $0
Q4 2019

Feb 05, 2020
SELL
N/A
-1 Reduced 0.03%
3,404 $262,000
Q3 2019

Nov 06, 2019
BUY
N/A
175 Added 5.42%
3,405 $242,000
Q1 2019

May 09, 2019
BUY
N/A
3,230 New
3,230 $220,000
Q4 2018

Feb 05, 2019
SELL
N/A
-3,542 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
N/A
40 Added 1.14%
3,542 $249,000
Q1 2018

May 15, 2018
BUY
N/A
220 Added 6.7%
3,502 $223,000
Q4 2017

Feb 12, 2018
SELL
N/A
-18 Reduced 0.55%
3,282 $212,000
Q3 2017

Nov 08, 2017
BUY
N/A
3,300
3,300 $201,000

Others Institutions Holding SCHB

# of Institutions
1,122
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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