Pinnacle Family Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Pinnacle Family Advisors, LLC

$201 Million
Q3 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Schwab Strategic Tr 5 10 Yr C stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 52,425 shares of SCHI stock, worth $1.2 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

52,425

Previous 48,911 7.18%

Holding current value

$1.2 Million

Previous $1.11 Million 8.63%

% of portfolio

0.6%

Previous 0.61%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$22.45 - $23.2 $78,889 - $81,524	3,514 Added 7.18%	52,425 $1.21 Million
Q2 2025 Aug 14, 2025	BUY	$21.85 - $22.76 $17,545 - $18,276	803 Added 1.67%	48,911 $1.11 Million
Q1 2025 May 15, 2025	BUY	$21.77 - $22.56 $64,373 - $66,709	2,957 Added 6.55%	48,108 $1.08 Million
Q4 2024 Feb 14, 2025	BUY	$22.02 - $46.16 $586,788 - $1.23 Million	26,648 Added 144.02%	45,151 $996,000
Q3 2024 Nov 14, 2024	BUY	$43.73 - $46.29 $102,984 - $109,012	2,355 Added 14.58%	18,503 $854,000

Q2 2024 Aug 14, 2024	BUY	$43.11 - $44.42 $696,140 - $717,294	16,148 New	16,148 $712,000
Q2 2021 Aug 16, 2021	SELL	$51.28 - $52.56 $400,291 - $410,283	-7,806 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$51.17 - $53.57 $399,433 - $418,167	7,806 New	7,806 $401,000

Others Institutions Holding SCHI

# of Institutions

251

Shares Held

52.2M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR 5 -10 YR C

Ticker SCHI
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Pinnacle Family Advisors, LLC Schwab Strategic Tr 5 10 Yr C Transaction History