Pinnacle Private Wealth, LLC Schwab Strategic Tr Us Broad M Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 8,257 shares of SCHB stock, worth $194,865. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,257Holding current value
$194,865% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,190Shares Held
231MCall Options Held
172KPut Options Held
20.7K-
Wealthfront Advisers LLC20.6MShares$486 Million4.26% of portfolio
-
Hengehold Capital Management LLC8.94MShares$211 Million19.23% of portfolio
-
Hb Wealth Management, LLC6.51MShares$154 Million1.52% of portfolio
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Betterment LLC New York, NY6.06MShares$143 Million0.97% of portfolio
-
Ht Partners LLC6.05MShares$143 Million46.75% of portfolio