Pinnacle Wealth Planning Services, Inc. Schwab Strategic Tr Us Dividen Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $748 Million
  • Q2 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 15,413 shares of SCHD stock, worth $422,470. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,413
Previous 13,773 11.91%
Holding current value
$422,470
Previous $385,000 5.97%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$24.32 - $27.87 $39,884 - $45,706
1,640 Added 11.91%
15,413 $408,000
Q1 2025

May 15, 2025
BUY
$27.01 - $28.54 $36,895 - $38,985
1,366 Added 11.01%
13,773 $385,000
Q4 2024

Feb 06, 2025
BUY
$26.93 - $84.95 $334,120 - $1.05 Million
12,407 New
12,407 $338,000

Others Institutions Holding SCHD

# of Institutions
2,013
Shares Held
891M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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