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Pinnacle Private Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History

Pinnacle Private Wealth’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$365K Buy
+24,771
New +$398K 0.14% 167

Other funds holding SCHB

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Pinnacle Private Wealth's SCHB Position: Q2 2022 in Review

Pinnacle Private Wealth opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2022: 24,771 shares worth $365K. The stake represents 0.14% of the portfolio and ranks #167 among its holdings.

872 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • Pinnacle Private Wealth held 24,771 shares of Schwab US Broad Market ETF worth $365K as of Q2 2022.
  • Schwab US Broad Market ETF was a new Pinnacle Private Wealth position in Q2 2022.
  • Schwab US Broad Market ETF made up 0.14% of Pinnacle Private Wealth's portfolio in Q2 2022, its #167 holding.
  • 872 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.