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

Pinnacle Wealth Management Advisory Group, LLC

  • $1.3 Billion
  • Q3 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 614,814 shares of SCHD stock, worth $16.3 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
614,814
Previous 657,646 6.51%
Holding current value
$16.3 Million
Previous $17.4 Million 3.69%
% of portfolio
1.3%
Previous 1.48%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$26.38 - $27.95 $1.13 Million - $1.2 Million
-42,832 Reduced 6.51%
614,814 $16.8 Million
Q2 2025

Aug 07, 2025
SELL
$24.32 - $27.87 $270,341 - $309,802
-11,116 Reduced 1.66%
657,646 $17.4 Million
Q1 2025

May 07, 2025
SELL
$27.01 - $28.54 $10.1 Million - $10.7 Million
-373,640 Reduced 35.84%
668,762 $18.7 Million
Q4 2024

Jan 30, 2025
BUY
$26.93 - $84.95 $19.2 Million - $60.4 Million
711,411 Added 214.93%
1,042,402 $28.5 Million
Q3 2024

Oct 16, 2024
BUY
$77.02 - $85.06 $1.1 Million - $1.21 Million
14,224 Added 4.49%
330,991 $28 Million
Q2 2024

Jul 25, 2024
BUY
$75.81 - $80.15 $639,154 - $675,744
8,431 Added 2.73%
316,767 $24.6 Million
Q1 2024

Apr 30, 2024
BUY
$75.25 - $80.63 $234,855 - $251,646
3,121 Added 1.02%
308,336 $24.9 Million
Q4 2023

Feb 06, 2024
SELL
$66.9 - $76.32 $859,999 - $981,093
-12,855 Reduced 4.04%
305,215 $23.2 Million
Q3 2023

Oct 25, 2023
BUY
$70.63 - $75.66 $30,441 - $32,609
431 Added 0.14%
318,070 $22.5 Million
Q2 2023

Aug 02, 2023
BUY
$69.18 - $73.94 $747,489 - $798,921
10,805 Added 3.52%
317,639 $23.1 Million
Q1 2023

May 04, 2023
BUY
$70.28 - $78.03 $1.11 Million - $1.23 Million
15,786 Added 5.42%
306,834 $22.4 Million
Q4 2022

Feb 06, 2023
BUY
$67.16 - $79.06 $1.77 Million - $2.08 Million
26,286 Added 9.93%
291,048 $22 Million
Q3 2022

Nov 09, 2022
BUY
$66.43 - $77.87 $1.64 Million - $1.92 Million
24,675 Added 10.28%
264,762 $17.6 Million
Q2 2022

Aug 01, 2022
BUY
$70.31 - $80.24 $1.84 Million - $2.1 Million
26,128 Added 12.21%
240,087 $17.2 Million
Q1 2022

May 05, 2022
BUY
$75.14 - $81.94 $4.66 Million - $5.08 Million
62,016 Added 40.82%
213,959 $16.9 Million
Q4 2021

Jan 20, 2022
BUY
$74.93 - $80.86 $2.55 Million - $2.75 Million
33,982 Added 28.81%
151,943 $12.3 Million
Q3 2021

Oct 29, 2021
BUY
$74.23 - $78.13 $1 Million - $1.05 Million
13,474 Added 12.9%
117,961 $8.76 Million
Q2 2021

Aug 10, 2021
BUY
$73.32 - $77.65 $1.3 Million - $1.37 Million
17,674 Added 20.36%
104,487 $7.9 Million
Q1 2021

May 13, 2021
BUY
$63.23 - $73.67 $881,426 - $1.03 Million
13,940 Added 19.13%
86,813 $6.33 Million
Q4 2020

Feb 03, 2021
BUY
$54.8 - $65.16 $1.42 Million - $1.68 Million
25,847 Added 54.96%
72,873 $4.67 Million
Q3 2020

Oct 29, 2020
BUY
$50.37 - $58.54 $2.02 Million - $2.35 Million
40,182 Added 587.11%
47,026 $2.6 Million
Q2 2020

Aug 11, 2020
BUY
$43.56 - $56.5 $94,830 - $123,000
2,177 Added 46.65%
6,844 $354,000
Q1 2020

May 08, 2020
BUY
$39.5 - $59.28 $184,346 - $276,659
4,667 New
4,667 $210,000
Q4 2018

Feb 05, 2019
SELL
N/A
-4,368 Closed
0 $0
Q3 2018

Nov 09, 2018
SELL
N/A
-1,478 Reduced 25.28%
4,368 $231,000
Q2 2018

Aug 14, 2018
SELL
N/A
-552 Reduced 8.63%
5,846 $288,000
Q1 2018

May 15, 2018
SELL
N/A
-289 Reduced 4.32%
6,398 $314,000
Q4 2017

Feb 12, 2018
BUY
N/A
726 Added 12.18%
6,687 $342,000
Q3 2017

Nov 08, 2017
BUY
N/A
650 Added 12.24%
5,961 $279,000
Q2 2017

Aug 07, 2017
BUY
N/A
5,311
5,311 $240,000

Others Institutions Holding SCHD

# of Institutions
2,020
Shares Held
839M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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