Pinnacle Private Wealth’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pinnacle Private Wealth’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
2022 Q2	$208K	Buy	8,700 +435	+5%	+$11.1K	0.08%	253
2022 Q1	$217K	Sell	8,265 -1,500	-15%	-$39.3K	0.07%	272
2021 Q4	$263K	Buy	+9,765	New	+$254K	0.08%	238

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WANY

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Pinnacle Private Wealth increased its Schwab US Dividend Equity ETF (SCHD) stake by 5.3% in Q2 2022, buying an estimated $11.1K and bringing the position to 8,700 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #253.

Pinnacle Private Wealth first reported a position in SCHD in Q4 2021 and has held it in 3 quarters since. The position peaked at $263K in Q4 2021. 1,184 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Pinnacle Private Wealth held 8,700 shares of Schwab US Dividend Equity ETF worth $208K as of Q2 2022.
Pinnacle Private Wealth bought 435 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $11.1K.
Schwab US Dividend Equity ETF made up 0.08% of Pinnacle Private Wealth's portfolio in Q2 2022, its #253 holding.
Pinnacle Private Wealth first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Schwab US Dividend Equity ETF position peaked at $263K in Q4 2021.
1,184 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

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