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

Pinnacle Wealth Planning Services, Inc.

  • $654 Million
  • Q1 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 13,773 shares of SCHD stock, worth $356,582. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,773
Previous 12,407 11.01%
Holding current value
$356,582
Previous $338,000 13.91%
% of portfolio
0.06%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,995
Shares Held
885M
Call Options Held
4.89M
Put Options Held
2.23M
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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