Pinnacle Private Wealth, LLC Schwab Strategic Tr Us Dividen Transaction History

Pinnacle Private Wealth, LLC

  • $256 Million
  • Q2 2022

A detailed history of Pinnacle Private Wealth, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 2,900 shares of SCHD stock, worth $78,996. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,900
Previous 2,755 5.26%
Holding current value
$78,996
Previous $217,000 4.15%
% of portfolio
0.08%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 15, 2022
BUY
$70.31 - $80.24 $10,194 - $11,634
145 Added 5.26%
2,900 $208,000
Q1 2022

Apr 29, 2022
SELL
$75.14 - $81.94 $37,570 - $40,970
-500 Reduced 15.36%
2,755 $217,000
Q4 2021

Feb 07, 2022
BUY
$74.93 - $80.86 $243,897 - $263,199
3,255 New
3,255 $263,000

Others Institutions Holding SCHD

# of Institutions
2,058
Shares Held
869M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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