Pinnacle Wealth Management Advisory Group, LLC Schwab Strategic U.S. Mid Cap Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $962 Million
- Q2 2024
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 38,242 shares of SCHM stock, worth $3.14 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
38,242
Previous 37,993
0.66%
Holding current value
$3.14 Million
Previous $3.09 Million
3.78%
% of portfolio
0.31%
Previous 0.33%
Shares
22 transactions
Others Institutions Holding SCHM
# of Institutions
912Shares Held
94.8MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$1.75 Billion3.68% of portfolio
-
Creative Planning Overland Park, KS10MShares$826 Million0.84% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$261 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$188 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$183 Million2.77% of portfolio