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

Pinnacle Wealth Planning Services, Inc.

$838 Million
Q3 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 58,836 shares of SCHX stock, worth $1.56 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

58,836

Previous 57,960 1.51%

Holding current value

$1.56 Million

Previous $1.42 Million 9.39%

% of portfolio

0.18%

Previous 0.19%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$24.46 - $26.5 $21,426 - $23,214	876 Added 1.51%	58,836 $1.55 Million
Q2 2025 Aug 11, 2025	BUY	$19.6 - $24.44 $1.14 Million - $1.42 Million	57,960 New	57,960 $1.42 Million
Q3 2024 Nov 13, 2024	BUY	$61.11 - $67.85 $189,807 - $210,742	3,106 New	3,106 $210,000
Q1 2021 Apr 29, 2021	SELL	$44.9 - $48.34 $105,021 - $113,067	-2,339 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$39.35 - $45.48 $92,039 - $106,377	2,339 New	2,339 $213,000
Q2 2020 Jul 27, 2020	SELL	$29.25 - $38.76 $128,144 - $169,807	-4,381 Closed	0 $0
Q1 2020 May 11, 2020	SELL	$26.61 - $40.52 $2,128 - $3,241	-80 Reduced 1.79%	4,381 $268,000
Q4 2019 Feb 07, 2020	SELL	$34.42 - $38.54 $6,677 - $7,476	-194 Reduced 4.17%	4,461 $342,000
Q3 2019 Oct 31, 2019	SELL	$35.28 - $36.01 $104,958 - $107,129	-2,975 Reduced 38.99%	4,655 $330,000
Q2 2019 Aug 06, 2019	BUY	N/A	231 Added 3.12%	7,630 $535,000
Q1 2019 May 08, 2019	BUY	N/A	7,399 New	7,399 $501,000

Others Institutions Holding SCHX

# of Institutions

1,630

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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About SCHWAB STRATEGIC TR US LARGE-C

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