Pinnacle Wealth Management Advisory Group, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 9,378 shares of SCHX stock, worth $245,328. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,378

Previous 9,878 5.06%

Holding current value

$245,328

Previous $241,000 2.49%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$24.46 - $26.5 $12,230 - $13,250	-500 Reduced 5.06%	9,378 $247,000
Q2 2025 Aug 07, 2025	SELL	$19.6 - $24.44 $19,345 - $24,122	-987 Reduced 9.08%	9,878 $241,000
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

1,571

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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