Pinnacle Wealth Management Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Pinnacle Wealth Management Group, Inc.
- $148 Million
- Q2 2025
A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 12,821 shares of SCHD stock, worth $351,423. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,821
Previous 12,789
0.25%
Holding current value
$351,423
Previous $352,000
3.69%
% of portfolio
0.23%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,013Shares Held
891MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.07 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.07 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$905 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$794 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$783 Million0.06% of portfolio