PFA
SCHW

Pinnacle Family Advisors’s Charles Schwab SCHW Stock Holding History

Pinnacle Family Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,020
Closed -$339K – 114
2022
Q1 		$339K Buy
+4,020
New +$354K 0.18% 92

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pinnacle Family Advisors's SCHW Position: Q2 2022 in Review

Pinnacle Family Advisors sold out of Charles Schwab (SCHW) in Q2 2022, closing a stake of 4,020 shares — an estimated $339K sold.

Pinnacle Family Advisors first reported a position in SCHW in Q1 2022 and held it in 1 quarter. The position peaked at $339K in Q1 2022. 1,487 funds tracked by Wall St. Rank hold SCHW as of Q2 2022.

  • Pinnacle Family Advisors reported no remaining Charles Schwab position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Family Advisors sold 4,020 Charles Schwab shares in Q2 2022, an estimated $339K.
  • Pinnacle Family Advisors first reported a position in Charles Schwab in Q1 2022 and held it in 1 quarter.
  • Pinnacle Family Advisors's Charles Schwab position peaked at $339K in Q1 2022.
  • 1,487 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2022.

Based on Pinnacle Family Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.