Pinnacle Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Pinnacle Wealth Management, LLC

  • $82.7 Million
  • Q3 2024

A detailed history of Pinnacle Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Pinnacle Wealth Management, LLC holds 12,583 shares of SCHA stock, worth $327,409. This represents 0.78% of its overall portfolio holdings.

Number of Shares
12,583
Previous 7,343 71.36%
Holding current value
$327,409
Previous $348,000 86.21%
% of portfolio
0.78%
Previous 0.44%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$46.9 - $51.96 $245,756 - $272,270
5,240 Added 71.36%
12,583 $648,000
Q2 2024

Jul 30, 2024
BUY
$45.24 - $49.04 $32,708 - $35,455
723 Added 10.92%
7,343 $348,000
Q1 2024

May 03, 2024
SELL
$44.84 - $49.24 $8.02 Million - $8.8 Million
-178,788 Reduced 96.43%
6,620 $325,000
Q4 2023

Jan 23, 2024
BUY
$38.13 - $48.02 $7.07 Million - $8.9 Million
185,408 New
185,408 $8.76 Million
Q1 2022

Apr 29, 2022
SELL
$44.42 - $51.73 $115,536 - $134,549
-2,601 Closed
0 $0
Q4 2021

Feb 22, 2022
BUY
$48.64 - $55.07 $126,512 - $143,237
2,601 New
2,601 $266,000

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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