Schwab Strategic Tr 0 shares owned by Pinnacle Wealth Management Group
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Pinnacle Wealth Management Group
from 13F filings
Historical chart of Pinnacle Wealth Management Group investment in Schwab Strategic Tr 0
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All positions including Schwab Strategic Tr 0 held by Pinnacle Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr 0 by Pinnacle Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 7.7k | 26.95 |
| 2025-06-30 | $205k | 7.7k | 26.68 |
| 2025-03-31 | $207k | 7.7k | 26.89 |
| 2024-12-31 | $227k | 8.8k | 25.83 |
| 2024-09-30 | $236k | 4.4k | 53.63 |
| 2024-06-30 | $312k | 6.0k | 52.01 |
| 2024-03-31 | $313k | 6.0k | 52.16 |
| 2023-12-31 | $313k | 6.0k | 52.20 |
| 2023-09-30 | $303k | 6.0k | 50.49 |
| 2023-06-30 | $315k | 6.0k | 52.43 |
| 2023-03-31 | $1.3M | 21k | 60.71 |
| 2022-12-31 | $689k | 13k | 51.79 |
| 2022-09-30 | $710k | 14k | 51.81 |
| 2022-06-30 | $1.1M | 20k | 55.80 |
| 2022-03-31 | $1.3M | 21k | 60.71 |
| 2021-12-31 | $6.3M | 100k | 62.89 |
| 2021-09-30 | $6.3M | 100k | 62.58 |
| 2021-06-30 | $5.6M | 90k | 62.51 |
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