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 $344,628. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,821
Previous 12,789
0.25%
Holding current value
$344,628
Previous $352,000
3.69%
% of portfolio
0.23%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
897MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$867 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$794 Million4.98% of portfolio