Schwab U S Broad Market ETF shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $678k | 26k | 25.71 |
| 2025-06-30 | $601k | 25k | 23.83 |
| 2025-03-31 | $543k | 25k | 21.53 |
| 2024-12-31 | $571k | 25k | 22.70 |
| 2024-09-30 | $568k | 8.5k | 66.52 |
| 2024-06-30 | $534k | 8.5k | 62.87 |
| 2024-03-31 | $515k | 8.4k | 61.05 |
| 2023-12-31 | $458k | 8.2k | 55.67 |
| 2023-09-30 | $410k | 8.2k | 49.85 |
| 2023-06-30 | $430k | 8.3k | 51.70 |
| 2023-03-31 | $398k | 8.3k | 47.85 |
| 2022-12-31 | $487k | 11k | 44.81 |
| 2022-09-30 | $296k | 7.0k | 42.05 |
| 2022-06-30 | $311k | 7.0k | 44.20 |
| 2022-03-31 | $232k | 4.3k | 53.42 |
| 2021-12-31 | $245k | 2.2k | 112.85 |
| 2021-09-30 | $225k | 2.2k | 103.73 |
| 2021-06-30 | $224k | 2.2k | 104.19 |
| 2021-03-31 | $208k | 2.1k | 96.79 |
| 2020-12-31 | $220k | 2.4k | 91.21 |
| 2019-12-31 | $262k | 3.4k | 76.97 |
| 2019-09-30 | $242k | 3.4k | 71.07 |
| 2019-06-30 | $228k | 3.2k | 70.59 |
| 2019-03-31 | $220k | 3.2k | 68.11 |
| 2018-09-30 | $249k | 3.5k | 70.30 |
| 2018-06-30 | $231k | 3.5k | 65.96 |
| 2018-03-31 | $223k | 3.5k | 63.68 |
| 2017-12-31 | $212k | 3.3k | 64.59 |
| 2017-09-30 | $201k | 3.3k | 60.91 |
| 2016-03-31 | $223k | 4.5k | 49.27 |
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