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Schwab U S Small Cap ETF shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 24k 49.24
2023-12-31 $1.2M 25k 47.24
2023-09-30 $1.1M 25k 41.42
2023-06-30 $1.2M 29k 43.80
2023-03-31 $1.2M 28k 41.93
2022-12-31 $1.1M 26k 40.51
2022-09-30 $992k 26k 37.81
2022-06-30 $1.0M 26k 39.00
2022-03-31 $1.3M 28k 47.35
2021-12-31 $1.4M 14k 102.37
2021-09-30 $1.3M 13k 100.10
2021-06-30 $1.4M 14k 104.20
2021-03-31 $1.3M 13k 99.63
2020-12-31 $1.1M 13k 88.98
2020-09-30 $676k 9.9k 68.37
2020-06-30 $646k 9.9k 65.33
2020-03-31 $469k 9.1k 51.55
2019-12-31 $1.2M 16k 75.65
2019-09-30 $1.1M 16k 69.74
2019-06-30 $1.1M 16k 71.47
2019-03-31 $1.1M 16k 69.92
2018-12-31 $970k 16k 60.67
2018-09-30 $1.2M 16k 76.17
2018-06-30 $1.2M 16k 73.56
2018-03-31 $1.3M 19k 69.14
2017-12-31 $1.3M 19k 69.75
2017-09-30 $1.3M 19k 67.39
2017-06-30 $1.2M 19k 63.91
2017-03-31 $1.2M 19k 62.97
2016-12-31 $1.2M 19k 61.47
2016-09-30 $1.1M 19k 57.53
2016-06-30 $1.0M 19k 54.02
2016-03-31 $1.0M 19k 52.03
2015-12-31 $936k 18k 52.10
2015-09-30 $872k 17k 50.77
2015-06-30 $961k 17k 57.49
2015-03-31 $963k 17k 57.61
2014-12-31 $1.0M 19k 55.13

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
SPDR S&P 500 ETF Tr Etf (SPY)
Schwab US DVD equity ETF Etf (SCHD)
Vanguard US Total Stock Market Etf (VTI)
iShares Core S&P 500 Index Fun Etf (IVV)
Vanguard FTSE Developed Market Etf (VEA)
Vanguard FTSE All World Ex US Etf (VEU)
Invesco QQQ Trust Series I Etf (QQQ)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
Berkshire Hathaway (BRK.B)

View all positions for Pinnacle Wealth Management Advisory

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors
Aurum Wealth Management Group

View all funds holding Schwab U S Small Cap ETF