Pinnacle Wealth Planning Services, Inc. Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 8,025 shares of SCHV stock, worth $233,848. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,025Holding current value
$233,848% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
965Shares Held
342MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA52.6MShares$1.53 Billion2.91% of portfolio
-
Sei Investments CO Oaks, PA43.1MShares$1.25 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL33MShares$961 Million9.83% of portfolio
-
Envestnet Asset Management Inc16.2MShares$471 Million0.14% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ12MShares$349 Million0.63% of portfolio