Pinnacle Wealth Management Advisory Group, LLC Schwab Strategic U.S. Reit ETF Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 01, 2022	BUY	$20.18 - $25.97 $88,166 - $113,462	4,369 Added 36.29%	16,409 $346,000
Q1 2022 May 05, 2022	BUY	$22.75 - $26.16 $136,955 - $157,483	6,020 Added 100.0%	12,040 $300,000
Q2 2021 Aug 10, 2021	BUY	$20.92 - $23.68 $1,569 - $1,776	75 Added 1.26%	6,020 $276,000
Q4 2020 Feb 03, 2021	SELL	$17.04 - $19.33 $2,982 - $3,382	-175 Reduced 2.86%	5,945 $226,000
Q2 2020 Aug 11, 2020	BUY	$14.77 - $20.35 $90,392 - $124,542	6,120 New	6,120 $216,000

Others Institutions Holding SCHH

# of Institutions

532

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

52.9M
Shares

$1.16 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$607 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$565 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$166 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$154 Million
0.58% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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