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

Pinnacle Wealth Management, LLC

$86 Million
Q4 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 32,540 shares of SCHA stock, worth $778,356. This represents 0.98% of its overall portfolio holdings.

Number of Shares

32,540

Previous 12,583 158.6%

Holding current value

$778,356

Previous $648,000 29.78%

% of portfolio

0.98%

Previous 0.78%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 18, 2025	BUY	$25.33 - $51.16 $505,510 - $1.02 Million	19,957 Added 158.6%	32,540 $841,000
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

1,251

Shares Held

274M

Call Options Held

66.4K

Put Options Held

2.7K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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