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 $4.05 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares

199,894

Previous 62,183 221.46%

Holding current value

$4.05 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

1,268

Shares Held

484M

Call Options Held

365K

Put Options Held

32.6K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Account

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