Pinnacle Wealth Management Group, Inc. Schwab Strategic Tr Us Dividen Transaction History
Pinnacle Wealth Management Group, Inc.
- $119 Million
- Q1 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 12,789 shares of SCHD stock, worth $334,688. This represents 0.3% of its overall portfolio holdings.
Number of Shares
12,789
Previous 9,089
40.71%
Holding current value
$334,688
Previous $248,000
41.94%
% of portfolio
0.3%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio