A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 8,406 shares of SCHG stock, worth $271,177. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,406
Previous 12,655 33.58%
Holding current value
$271,177
Previous $369,000 27.37%
% of portfolio
0.03%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$28.92 - $32.19 $122,881 - $136,775
-4,249 Reduced 33.58%
8,406 $268,000
Q2 2025

Aug 11, 2025

BUY
$22.27 - $29.21 $281,826 - $369,652
12,655 New
12,655 $369,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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