Pinnacle Wealth Management Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Pinnacle Wealth Management Group, Inc.
- $163 Million
- Q3 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 12,857 shares of SCHD stock, worth $350,224. This represents 0.21% of its overall portfolio holdings.
Number of Shares
12,857
Previous 12,821
0.28%
Holding current value
$350,224
Previous $339,000
3.24%
% of portfolio
0.21%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
2,058Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio