Pinnacle Wealth Management Advisory Group, LLC SCHM Holdings History
Pinnacle Wealth Management Advisory Group, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Management Advisory Group, LLC held 122,718.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $3.22 Mil. This investment constitutes 0.3% of their stock portfolio, and Pinnacle Wealth Management Advisory Group, LLC now holds 0.03% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2019Q1. And since then Pinnacle Wealth Management Advisory Group, LLC has made 17 purchases of SCHM, at an average price of $43.40, for a total of 140,815.00 shares. In addition, there have been 8 sales at an average price of $68.63 for 18,097.00 shares. Based on historical transaction data and SCHM's current price of $27.95, Pinnacle Wealth Management Advisory Group, LLC's estimated gain on his SCHM holdings is $-1.44 Mil, reflecting a -23.54% gain to date.
Pinnacle Wealth Management Advisory Group, LLC SCHM ($27.95) Holding Chart
Pinnacle Wealth Management Advisory Group, LLC SCHM ($27.95) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
