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 $325,096. This represents 0.3% of its overall portfolio holdings.
Number of Shares
12,789
Previous 9,089
40.71%
Holding current value
$325,096
Previous $248,000
41.94%
% of portfolio
0.3%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio