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

Pinnacle Wealth Advisors’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
2021 Q2	$219K	Buy	+12,588	New	+$213K	0.01%	350

Other funds holding SCHB

Wealthfront Advisers

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Pinnacle Wealth Advisors opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2021: 12,588 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #350 among its holdings.

776 funds tracked by Wall St. Rank hold SCHB as of Q2 2021.

Pinnacle Wealth Advisors held 12,588 shares of Schwab US Broad Market ETF worth $219K as of Q2 2021.
Schwab US Broad Market ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Schwab US Broad Market ETF made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #350 holding.
776 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2021.

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