Pinnacle Wealth Planning Services, Inc. Schwab Strategic Tr Us Small C Transaction History

Pinnacle Wealth Planning Services, Inc.

$838 Million
Q3 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 30,572 shares of SCHA stock, worth $838,589. This represents 0.1% of its overall portfolio holdings.

Number of Shares

30,572

Previous 31,021 1.45%

Holding current value

$838,589

Previous $784,000 8.67%

% of portfolio

0.1%

Previous 0.1%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$25.29 - $28.33 $11,355 - $12,720	-449 Reduced 1.45%	30,572 $852,000
Q2 2025 Aug 11, 2025	BUY	$20.42 - $25.3 $633,448 - $784,831	31,021 New	31,021 $784,000
Q1 2021 Apr 29, 2021	SELL	$43.89 - $52.63 $30,371 - $36,419	-692 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$34.66 - $45.17 $23,984 - $31,257	692 New	692 $62,000
Q1 2020 May 11, 2020	SELL	$22.29 - $38.7 $70,369 - $122,175	-3,157 Closed	0 $0

Q4 2019 Feb 07, 2020	SELL	$33.63 - $38.03 $33 - $38	-1 Reduced 0.03%	3,157 $238,000
Q3 2019 Oct 31, 2019	SELL	$34.78 - $36.12 $19,720 - $20,480	-567 Reduced 15.22%	3,158 $220,000
Q2 2019 Aug 06, 2019	SELL	N/A	-238 Reduced 6.01%	3,725 $266,000
Q1 2019 May 08, 2019	BUY	N/A	3,963 New	3,963 $278,000

Others Institutions Holding SCHA

# of Institutions

1,326

Shares Held

260M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Pinnacle Wealth Planning Services, Inc. Schwab Strategic Tr Us Small C Transaction History