Pinnacle Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pinnacle Advisory Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$410K	Buy	+16,884	New	+$384K	0.02%	182

Other funds holding SCHD

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Pinnacle Advisory Group's SCHD Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q1 2021: 16,884 shares worth $410K. The stake represents 0.02% of the portfolio and ranks #182 among its holdings.

854 funds tracked by Wall St. Rank hold SCHD as of Q1 2021.

Pinnacle Advisory Group held 16,884 shares of Schwab US Dividend Equity ETF worth $410K as of Q1 2021.
Schwab US Dividend Equity ETF was a new Pinnacle Advisory Group position in Q1 2021.
Schwab US Dividend Equity ETF made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #182 holding.
854 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.