Pinnacle Wealth Management Group, Inc. Schwab Strategic Tr 5 10 Yr C Transaction History
Pinnacle Wealth Management Group, Inc.
- $122 Million
- Q1 2024
A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 12,948 shares of SCHI stock, worth $568,805. This represents 0.47% of its overall portfolio holdings.
Number of Shares
12,948
Previous 134,689
90.39%
Holding current value
$568,805
Previous $6.05 Million
90.48%
% of portfolio
0.47%
Previous 5.19%
Shares
3 transactions
Others Institutions Holding SCHI
# of Institutions
181Shares Held
134MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA111MShares$4.89 Billion6.8% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.41MShares$238 Million0.06% of portfolio
-
River Front Investment Group, LLC Richmond, VA3.86MShares$170 Million4.84% of portfolio
-
Envestnet Asset Management Inc3.3MShares$145 Million0.06% of portfolio
-
Campbell Wealth Management2.08MShares$91.5 Million9.21% of portfolio