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Schwab Strategic Tr us dividend eq shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services 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 Planning Services 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 Planning Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $421k 15k 27.30
2025-06-30 $409k 15k 26.50
2025-03-31 $385k 14k 27.96
2024-12-31 $339k 12k 27.32

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Top funds holding Schwab Strategic Tr us dividend eq

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