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
Download as csv Download as ExcelQuarterly 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 |
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