Pinnacle Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$252K	Buy	+9,654	New	+$249K	0.01%	331

Other funds holding SCHM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Pinnacle Wealth Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2021: 9,654 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings.

695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

Pinnacle Wealth Advisors held 9,654 shares of Schwab US Mid-Cap ETF worth $252K as of Q2 2021.
Schwab US Mid-Cap ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Schwab US Mid-Cap ETF made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #331 holding.
695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

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