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

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

Historical chart of Pinnacle Wealth Management 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 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

Quarter filed Position value Share count Share price at filing
2024-06-30 $348k 7.3k 47.45
2024-03-31 $326k 6.6k 49.24
2023-12-31 $8.8M 185k 47.24
2021-12-31 $266k 2.6k 102.27