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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
2023-12-31 $8.8M 185k 47.24
2021-12-31 $266k 2.6k 102.27

More positions owned by Pinnacle Wealth Management

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Arista Networks (ANET)
Advanced Micro Devices (AMD)
Meta Platforms Cl A (META)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)
Cadence Design Systems (CDNS)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Msci Emrg Chn (EMXC)
Caterpillar (CAT)

View all positions for Pinnacle Wealth Management

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