Pinnacle Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pinnacle Wealth Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$254K	Buy	+9,760	New	+$250K	0.01%	328

Other funds holding SCHA

CSIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Pinnacle Wealth Advisors's SCHA Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2021: 9,760 shares worth $254K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings.

838 funds tracked by Wall St. Rank hold SCHA as of Q2 2021.

Pinnacle Wealth Advisors held 9,760 shares of Schwab U.S Small- Cap ETF worth $254K as of Q2 2021.
Schwab U.S Small- Cap ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Schwab U.S Small- Cap ETF made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #328 holding.
838 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.