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Schwab Strategic Tr us aggregate b shares owned by Pinnacle Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Pinnacle Wealth Management from 13F filings

Historical chart of Pinnacle Wealth Management investment in Schwab Strategic Tr us aggregate b

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us aggregate b held by Pinnacle Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Pinnacle Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 223k 46.62
2023-09-30 $10M 233k 44.23
2023-06-30 $644k 14k 46.16

More positions owned by Pinnacle Wealth Management

Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
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Meta Platforms Cl A (META)
Kla Corp Com New (KLAC)
NVIDIA Corporation (NVDA)
Cadence Design Systems (CDNS)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Msci Emrg Chn (EMXC)
Caterpillar (CAT)

View all positions for Pinnacle Wealth Management

Top funds holding Schwab Strategic Tr us aggregate b

Charles Schwab Investment Management
HPM Partners
Jpmorgan Chase & Co
Honkamp Krueger Financial Services
Goldman Sachs Group
Rockbridge Investment Management, LCC
Wealth Enhancement Advisory Services
McAdam
Charles Schwab Trust
HighTower Advisors
Total Wealth Planning
Hengehold Capital Management
AlphaStar Capital Management
Kohmann Bosshard Financial Services
Horst & Graben Wealth Management

View all funds holding Schwab Strategic Tr us aggregate b