Schwab Strategic Tr cmn shares owned by Pinnacle Family Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Pinnacle Family Advisors
from 13F filings
Historical chart of Pinnacle Family Advisors investment in Schwab Strategic Tr cmn
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Quarterly reported holdings in Schwab Strategic Tr cmn by Pinnacle Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 81k | 29.11 |
| 2025-06-30 | $2.1M | 78k | 27.67 |
| 2025-03-31 | $3.9M | 145k | 26.58 |
| 2024-12-31 | $2.0M | 76k | 26.07 |
| 2023-06-30 | $763k | 11k | 67.09 |
| 2023-03-31 | $730k | 11k | 65.58 |
| 2022-12-31 | $835k | 13k | 66.02 |
| 2019-06-30 | $286k | 5.1k | 56.17 |
| 2016-12-31 | $814k | 17k | 48.05 |