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Schwab Strategic Tr us dividend eq shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory 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 Wealth Management Advisory 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 Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 331k 84.53
2024-06-30 $25M 317k 77.76
2024-03-31 $25M 308k 80.63
2023-12-31 $23M 305k 76.13
2023-09-30 $23M 318k 70.76
2023-06-30 $23M 318k 72.62
2023-03-31 $22M 307k 73.16
2022-12-31 $22M 291k 75.54
2022-09-30 $18M 265k 66.43
2022-06-30 $17M 240k 71.63
2022-03-31 $17M 214k 78.89
2021-12-31 $12M 152k 80.83
2021-09-30 $8.8M 118k 74.24
2021-06-30 $7.9M 105k 75.62
2021-03-31 $6.3M 87k 72.92
2020-12-31 $4.7M 73k 64.14
2020-09-30 $2.6M 47k 55.31
2020-06-30 $354k 6.8k 51.72
2020-03-31 $210k 4.7k 45.00
2018-09-30 $231k 4.4k 52.88
2018-06-30 $288k 5.8k 49.26
2018-03-31 $314k 6.4k 49.08
2017-12-31 $342k 6.7k 51.14
2017-09-30 $279k 6.0k 46.80
2017-06-30 $240k 5.3k 45.19