Pinnacle Family Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Pinnacle Family Advisors, LLC

$183 Million
Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 199,894 shares of SCHB stock, worth $4.29 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

199,894

Previous 62,183 221.46%

Holding current value

$4.29 Million

Previous $4.14 Million 9.7%

% of portfolio

2.48%

Previous 2.42%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$22.01 - $66.82 $3.03 Million - $9.2 Million	137,711 Added 221.46%	199,894 $4.54 Million
Q3 2024 Nov 14, 2024	SELL	$59.93 - $66.52 $238,041 - $264,217	-3,972 Reduced 6.0%	62,183 $4.14 Million
Q2 2024 Aug 14, 2024	SELL	$57.57 - $63.3 $164,765 - $181,164	-2,862 Reduced 4.15%	66,155 $4.16 Million
Q1 2024 May 15, 2024	BUY	$54.61 - $61.05 $2.62 Million - $2.93 Million	48,026 Added 228.79%	69,017 $4.21 Million
Q4 2023 Feb 14, 2024	BUY	$47.61 - $55.91 $221,481 - $260,093	4,652 Added 28.47%	20,991 $1.17 Million
Q3 2023 Nov 14, 2023	SELL	$49.59 - $53.57 $365,379 - $394,703	-7,368 Reduced 31.08%	16,339 $814,000
Q2 2023 Aug 14, 2023	BUY	$47.08 - $51.7 $465,856 - $511,571	9,895 Added 71.64%	23,707 $1.23 Million
Q1 2023 May 15, 2023	BUY	$44.47 - $49.23 $219,370 - $242,851	4,933 Added 55.56%	13,812 $660,000
Q4 2022 Feb 10, 2023	BUY	$41.94 - $47.81 $56,325 - $64,208	1,343 Added 17.82%	8,879 $397,000
Q3 2022 Nov 14, 2022	SELL	$41.99 - $50.63 $289,101 - $348,587	-6,885 Reduced 47.74%	7,536 $316,000
Q2 2022 Aug 15, 2022	SELL	$42.93 - $53.98 $57,612 - $72,441	-1,342 Reduced 8.51%	14,421 $637,000
Q1 2022 May 16, 2022	BUY	$49.15 - $56.85 $325,618 - $376,631	6,625 Added 72.5%	15,763 $842,000
Q4 2021 Feb 14, 2022	BUY	$51.87 - $56.86 $23,082 - $25,302	445 Added 5.12%	9,138 $1.03 Million
Q3 2021 Nov 12, 2021	BUY	$51.32 - $54.83 $159,092 - $169,973	3,100 Added 55.43%	8,693 $903,000
Q2 2021 Aug 16, 2021	SELL	$48.92 - $52.14 $2,788 - $2,971	-57 Reduced 1.01%	5,593 $583,000
Q1 2021 May 14, 2021	SELL	$44.89 - $48.81 $47,269 - $51,396	-1,053 Reduced 15.71%	5,650 $546,000
Q4 2020 Feb 16, 2021	BUY	$39.03 - $45.5 $10,772 - $12,558	276 Added 4.29%	6,703 $610,000
Q3 2020 Nov 16, 2020	SELL	$36.93 - $42.52 $26,072 - $30,019	-706 Reduced 9.9%	6,427 $512,000
Q2 2020 Aug 12, 2020	BUY	$28.84 - $38.49 $205,715 - $274,549	7,133 New	7,133 $524,000
Q1 2020 May 13, 2020	SELL	$26.18 - $40.44 $116,055 - $179,270	-4,433 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$34.47 - $38.58 $17,510 - $19,598	508 Added 12.94%	4,433 $341,000
Q3 2019 Nov 14, 2019	SELL	$35.32 - $36.13 $15,187 - $15,535	-430 Reduced 9.87%	3,925 $279,000
Q2 2019 Aug 14, 2019	SELL	N/A	-301 Reduced 6.46%	4,355 $307,000
Q1 2019 May 15, 2019	BUY	N/A	325 Added 7.5%	4,656 $317,000
Q4 2018 Feb 14, 2019	SELL	N/A	-697 Reduced 13.86%	4,331 $260,000
Q3 2018 Nov 14, 2018	SELL	N/A	-18,409 Reduced 78.55%	5,028 $354,000
Q2 2018 Aug 14, 2018	BUY	N/A	13,013 Added 124.84%	23,437 $1.55 Million
Q1 2018 May 15, 2018	BUY	N/A	2,044 Added 24.39%	10,424 $665,000
Q4 2017 Feb 13, 2018	SELL	N/A	-11 Reduced 0.13%	8,380 $541,000
Q3 2017 Nov 13, 2017	SELL	N/A	-120 Reduced 1.41%	8,391 $511,000
Q2 2017 Sep 08, 2017	BUY	N/A	206 Added 2.48%	8,511 $498,000
Q1 2017 Sep 08, 2017	BUY	N/A	144 Added 1.76%	8,305 $474,000
Q4 2016 Aug 30, 2017	BUY	N/A	8,161	8,161 $442,000

Others Institutions Holding SCHB

# of Institutions

1,267

Shares Held

484M

Call Options Held

365K

Put Options Held

32.6K

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Pinnacle Family Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History