Pinnacle Private Wealth, LLC Schwab Strategic Us Tips ETF Transaction History

Pinnacle Private Wealth, LLC

  • $256 Million
  • Q2 2022

A detailed history of Pinnacle Private Wealth, LLC transactions in Schwab Strategic Us Tips ETF stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 9,400 shares of SCHP stock, worth $248,254. This represents 0.21% of its overall portfolio holdings.

Number of Shares
9,400
Previous 6,501 44.59%
Holding current value
$248,254
Previous $395,000 32.91%
% of portfolio
0.21%
Previous 0.12%

Shares

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

Jul 15, 2022
BUY
$55.59 - $60.15 $161,155 - $174,374
2,899 Added 44.59%
9,400 $525,000
Q1 2022

Apr 29, 2022
SELL
$59.94 - $62.99 $307,072 - $322,697
-5,123 Reduced 44.07%
6,501 $395,000
Q4 2021

Feb 07, 2022
BUY
$62.25 - $63.89 $723,594 - $742,657
11,624 New
11,624 $731,000

Others Institutions Holding SCHP

# of Institutions
728
Shares Held
310M
Call Options Held
110K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC US TIPS ETF

SCHP Quotes by TradingView
  • Ticker SCHP
  • Sector ETFs
  • Industry ETFs
More about SCHP
Track This Portfolio

Track Pinnacle Private Wealth, LLC Portfolio

Follow Pinnacle Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Pinnacle Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email