Pinnacle Private Wealth, LLC Schwab Strategic Tr 1 5 Yr C Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Schwab Strategic Tr 1 5 Yr C stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 17,562 shares of SCHJ stock, worth $428,688. This represents 0.33% of its overall portfolio holdings.
Number of Shares
17,562
Previous 17,562
-0.0%
Holding current value
$428,688
Previous $853,000
2.23%
% of portfolio
0.33%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding SCHJ
# of Institutions
114Shares Held
5.27MCall Options Held
0Put Options Held
0-
Columbus Macro, LLC439KShares$10.7 Million1.54% of portfolio
-
Meridian Wealth Management, LLC316KShares$7.72 Million0.37% of portfolio
-
White Wing Wealth Management The Wodlands, TX304KShares$7.42 Million5.59% of portfolio
-
Modera Wealth Management, LLC207KShares$5.04 Million0.06% of portfolio
-
Envestnet Asset Management Inc189KShares$4.62 Million0.0% of portfolio