Pinnacle Wealth Management Advisory Group, LLC Schwab Strategic Tr Us Large C 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 Tr Us Large C stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 10,865 shares of SCHX stock, worth $253,806. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,865

Holding current value

$253,806

% of portfolio

0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$21.75 - $24.28 $236,313 - $263,802	10,865 New	10,865 $239,000
Q2 2024 Jul 25, 2024	BUY	$58.7 - $64.78 $209,148 - $230,811	3,563 New	3,563 $228,000
Q4 2023 Feb 06, 2024	BUY	$48.47 - $56.6 $290 - $339	6 Added 0.13%	4,594 $259,000
Q3 2023 Oct 25, 2023	BUY	$50.36 - $54.21 $302 - $325	6 Added 0.13%	4,588 $232,000
Q2 2023 Aug 02, 2023	BUY	$47.67 - $52.37 $5,339 - $5,865	112 Added 2.51%	4,582 $239,000
Q1 2023 May 04, 2023	BUY	$44.78 - $49.41 $200,166 - $220,862	4,470 New	4,470 $216,000

Others Institutions Holding SCHX

# of Institutions

1,497

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Pinnacle Wealth Management Advisory Group, LLC Schwab Strategic Tr Us Large C Transaction History