Pinnacle Wealth Management Advisory Group, LLC Schwab Strategic Tr Us Dividen Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.05 Billion
- Q4 2024
A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 1,042,402 shares of SCHD stock, worth $26.5 Million. This represents 2.7% of its overall portfolio holdings.
Number of Shares
1,042,402
Previous 330,991
214.93%
Holding current value
$26.5 Million
Previous $28 Million
1.79%
% of portfolio
2.7%
Previous 2.69%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
1,958Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio