Pinnacle Wealth Management Advisory Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $1.04 Billion
  • Q3 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 8,544 shares of SCHB stock, worth $198,733. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,544
Previous 8,492 0.61%
Holding current value
$198,733
Previous $533,000 6.57%
% of portfolio
0.05%
Previous 0.06%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$59.93 - $66.52 $3,116 - $3,459
52 Added 0.61%
8,544 $568,000
Q2 2024

Jul 25, 2024
BUY
$57.57 - $63.3 $3,454 - $3,798
60 Added 0.71%
8,492 $533,000
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
$41.94 - $47.81 $160,252 - $182,682
3,821 Added 54.28%
10,861 $486,000
Q3 2022

Nov 09, 2022
BUY
$41.99 - $50.63 $167 - $202
4 Added 0.06%
7,040 $296,000
Q2 2022

Aug 01, 2022
BUY
$42.93 - $53.98 $115,610 - $145,368
2,693 Added 62.01%
7,036 $311,000
Q1 2022

May 05, 2022
BUY
$49.15 - $56.85 $106,753 - $123,478
2,172 Added 100.05%
4,343 $232,000
Q4 2021

Jan 20, 2022
BUY
$51.87 - $56.86 $103 - $113
2 Added 0.09%
2,171 $245,000
Q3 2021

Oct 29, 2021
BUY
$51.32 - $54.83 $975 - $1,041
19 Added 0.88%
2,169 $225,000
Q2 2021

Aug 10, 2021
BUY
$48.92 - $52.14 $48 - $52
1 Added 0.05%
2,150 $224,000
Q1 2021

May 13, 2021
SELL
$44.89 - $48.81 $11,806 - $12,837
-263 Reduced 10.9%
2,149 $208,000
Q4 2020

Feb 03, 2021
BUY
$39.03 - $45.5 $94,140 - $109,746
2,412 New
2,412 $220,000
Q1 2020

May 08, 2020
SELL
$26.18 - $40.44 $89,116 - $137,657
-3,404 Closed
0 $0
Q4 2019

Feb 05, 2020
SELL
$34.47 - $38.58 $34 - $38
-1 Reduced 0.03%
3,404 $262,000
Q3 2019

Nov 06, 2019
BUY
$35.32 - $36.13 $6,181 - $6,322
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
1,182
Shares Held
167M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
Track This Portfolio

Track Pinnacle Wealth Management Advisory Group, LLC Portfolio

Follow Pinnacle Wealth Management Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email