Pinnacle Wealth Management Advisory Group, LLC SCHD Holdings History
Pinnacle Wealth Management Advisory Group, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 668,762.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $18.70 Mil. This investment constitutes 1.74% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.03% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q2. And since then Pinnacle Wealth Management Advisory Group, LLC has made 19 purchases of SCHD, at an average price of $41.11, for a total of 1.06 Mil shares. In addition, there have been 5 sales at an average price of $29.64 for 392,341.00 shares. Based on historical transaction data and SCHD's current price of $27.02, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his SCHD holdings is $-13.92 Mil, reflecting a -31.91% gain to date.
Pinnacle Wealth Management Advisory Group, LLC SCHD ($27.02) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC SCHD ($27.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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