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Schwab Strategic Tr us dividend eq shares owned by Pinnacle Private Wealth

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Pinnacle Private Wealth from 13F filings

Historical chart of Pinnacle Private Wealth investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Pinnacle Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $208k 2.9k 71.72
2022-03-31 $217k 2.8k 78.77
2021-12-31 $263k 3.3k 80.80

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Morgan Stanley
Sumitomo Life Insurance
H D Vest Advisory Services
Bank of America Corporation
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Sontag Advisory
Wealthfront Advisers
Commonwealth Equity Services
Orgel Wealth Management
Wells Fargo & Company
Honkamp Krueger Financial Services
Wealth Enhancement Advisory Services

View all funds holding Schwab Strategic Tr us dividend eq