Pinnacle Wealth Management Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q1 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 122,718 shares of SCHM stock, worth $3.34 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
122,718
Previous 105,252 16.59%
Holding current value
$3.34 Million
Previous $2.92 Million 10.25%
% of portfolio
0.31%
Previous 0.28%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$25.58 - $29.24 $446,780 - $510,705
17,466 Added 16.59%
122,718 $3.22 Million
Q4 2024

Jan 30, 2025
BUY
$27.54 - $83.04 $1.85 Million - $5.58 Million
67,153 Added 176.26%
105,252 $2.92 Million
Q3 2024

Oct 16, 2024
SELL
$75.47 - $83.18 $10,792 - $11,894
-143 Reduced 0.37%
38,099 $3.17 Million
Q2 2024

Jul 25, 2024
BUY
$75.69 - $81.19 $18,846 - $20,216
249 Added 0.66%
38,242 $2.98 Million
Q1 2024

Apr 30, 2024
SELL
$72.89 - $81.43 $115,166 - $128,659
-1,580 Reduced 3.99%
37,993 $3.09 Million
Q4 2023

Feb 06, 2024
SELL
$63.01 - $75.95 $439,683 - $529,979
-6,978 Reduced 14.99%
39,573 $2.98 Million
Q3 2023

Oct 25, 2023
BUY
$66.75 - $73.98 $259,457 - $287,560
3,887 Added 9.11%
46,551 $3.15 Million
Q2 2023

Aug 02, 2023
BUY
$65.29 - $71.03 $442,992 - $481,938
6,785 Added 18.91%
42,664 $3.03 Million
Q1 2023

May 04, 2023
BUY
$64.24 - $73.9 $276,232 - $317,770
4,300 Added 13.62%
35,879 $2.43 Million
Q4 2022

Feb 06, 2023
BUY
$61.05 - $69.94 $823,076 - $942,931
13,482 Added 74.5%
31,579 $2.07 Million
Q3 2022

Nov 09, 2022
SELL
$60.5 - $72.51 $399,663 - $479,001
-6,606 Reduced 26.74%
18,097 $1.1 Million
Q2 2022

Aug 01, 2022
SELL
$60.91 - $76.4 $48,118 - $60,356
-790 Reduced 3.1%
24,703 $1.55 Million
Q1 2022

May 05, 2022
BUY
$70.66 - $80.89 $411,241 - $470,779
5,820 Added 29.58%
25,493 $1.93 Million
Q4 2021

Jan 20, 2022
BUY
$76.01 - $83.39 $59,667 - $65,461
785 Added 4.16%
19,673 $1.58 Million
Q3 2021

Oct 29, 2021
SELL
$74.65 - $80.95 $55,241 - $59,903
-740 Reduced 3.77%
18,888 $1.45 Million
Q2 2021

Aug 10, 2021
BUY
$74.64 - $79.12 $401,563 - $425,665
5,380 Added 37.76%
19,628 $1.54 Million
Q1 2021

May 13, 2021
BUY
$67.07 - $76.85 $18,645 - $21,364
278 Added 1.99%
14,248 $1.06 Million
Q4 2020

Feb 03, 2021
SELL
$55.93 - $68.45 $57,048 - $69,819
-1,020 Reduced 6.8%
13,970 $952,000
Q3 2020

Oct 29, 2020
BUY
$51.99 - $58.83 $60,568 - $68,536
1,165 Added 8.43%
14,990 $832,000
Q2 2020

Aug 11, 2020
BUY
$39.01 - $57.03 $56,837 - $83,092
1,457 Added 11.78%
13,825 $727,000
Q1 2020

May 08, 2020
SELL
$35.83 - $62.24 $8,599 - $14,937
-240 Reduced 1.9%
12,368 $521,000
Q4 2019

Feb 05, 2020
BUY
$54.56 - $60.24 $195,870 - $216,261
3,590 Added 39.81%
12,608 $758,000
Q3 2019

Nov 06, 2019
BUY
$56.23 - $57.59 $236,447 - $242,165
4,205 Added 87.37%
9,018 $510,000
Q2 2019

Aug 08, 2019
BUY
N/A
714 Added 17.42%
4,813 $275,000
Q1 2019

May 09, 2019
BUY
N/A
4,099 New
4,099 $227,000

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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