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

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

Historical chart of Pinnacle Wealth Management Group 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 Group 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 Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $351k 13k 27.30
2025-06-30 $340k 13k 26.50
2025-03-31 $358k 13k 27.96
2024-12-31 $248k 9.1k 27.32

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Ishares Tr Russell 2000 Etf (IWM)
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for Pinnacle Wealth Management Group

Top funds holding Schwab Strategic Tr us dividend eq

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