Pinnacle Wealth Planning Services, Inc. Schwab Strategic U.S. Reit ETF Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 12,658 shares of SCHH stock, worth $269,488. This represents 0.04% of its overall portfolio holdings.
Number of Shares
12,658Holding current value
$269,488% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding SCHH
# of Institutions
577Shares Held
178MCall Options Held
59.3KPut Options Held
15.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA55.5MShares$1.18 Billion2.35% of portfolio
-
Us Bancorp \De\30.5MShares$650 Million0.83% of portfolio
-
Creative Planning Overland Park, KS22.6MShares$482 Million0.41% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA7.87MShares$167 Million0.68% of portfolio
-
Northwestern Mutual Wealth Management CO7.86MShares$167 Million0.12% of portfolio