Schwab U S Small Cap ETF shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $853k | 31k | 27.90 |
| 2025-06-30 | $785k | 31k | 25.30 |
| 2020-12-31 | $67k | 692 | 96.77 |
| 2019-12-31 | $238k | 3.2k | 75.39 |
| 2019-09-30 | $220k | 3.2k | 69.66 |
| 2019-06-30 | $266k | 3.7k | 71.37 |
| 2019-03-31 | $278k | 4.0k | 70.12 |
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