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

Pinnacle Wealth Management Advisory Group’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
2026 Q1	$1.3M	Sell	44,870 -813	-2%	-$24.4K	0.09%	154
2025 Q4	$1.3M	Sell	45,683 -321	-0.7%	-$9.06K	0.09%	143
2025 Q3	$1.28M	Buy	46,004 +1	+0%	+$27	0.1%	135
2025 Q2	$1.16M	Buy	46,003 +1	+0%	+$24	0.1%	137
2025 Q1	$1.08M	Buy	46,002 +1,368	+3%	+$34.9K	0.1%	132
2024 Q4	$1.15M	Sell	44,634 -734	-2%	-$19.5K	0.11%	119
2024 Q3	$1.17M	Sell	45,368 -480	-1%	-$11.9K	0.11%	122
2024 Q2	$1.09M	Sell	45,848 -1,192	-3%	-$28.3K	0.11%	126
2024 Q1	$1.16M	Sell	47,040 -3,516	-7%	-$82.4K	0.12%	117
2023 Q4	$1.19M	Sell	50,556 -232	-0.5%	-$4.89K	0.14%	108
2023 Q3	$1.05M	Sell	50,788 -6,202	-11%	-$136K	0.14%	110
2023 Q2	$1.25M	Buy	56,990 +116	+0.2%	+$2.42K	0.16%	103
2023 Q1	$1.19M	Buy	56,874 +4,542	+9%	+$97.6K	0.16%	105
2022 Q4	$1.06M	Sell	52,332 -140	-0.3%	-$2.87K	0.16%	109
2022 Q3	$992K	Sell	52,472 -38	-0.1%	-$795	0.16%	105
2022 Q2	$1.02M	Sell	52,510 -4,300	-8%	-$91.9K	0.17%	105
2022 Q1	$1.34M	Buy	56,810 +622	+1%	+$14.7K	0.19%	103
2021 Q4	$1.44M	Buy	56,188 +5,880	+12%	+$152K	0.24%	95
2021 Q3	$1.26M	Sell	50,308 -4,200	-8%	-$107K	0.29%	85
2021 Q2	$1.42M	Buy	54,508 +3,040	+6%	+$77.7K	0.33%	77
2021 Q1	$1.28M	Buy	51,468 +1,256	+3%	+$30.9K	0.36%	71
2020 Q4	$1.12M	Buy	50,212 +10,660	+27%	+$212K	0.34%	73
2020 Q3	$676K	Hold	39,552	–	–	0.24%	95
2020 Q2	$646K	Buy	39,552 +3,160	+9%	+$47.3K	0.24%	95
2020 Q1	$469K	Sell	36,392 -28,276	-44%	-$481K	0.23%	95
2019 Q4	$1.22M	Sell	64,668 -204	-0.3%	-$3.69K	0.46%	68
2019 Q3	$1.13M	Buy	64,872 +564	+0.9%	+$9.96K	0.47%	65
2019 Q2	$1.15M	Sell	64,308 -684	-1%	-$12.1K	0.49%	63
2019 Q1	$1.14M	Buy	64,992 +1,036	+2%	+$17.7K	0.51%	64
2018 Q4	$970K	Sell	63,956 -268	-0.4%	-$4.53K	0.53%	61
2018 Q3	$1.22M	Hold	64,224	–	–	0.6%	50
2018 Q2	$1.18M	Sell	64,224 -10,000	-13%	-$181K	0.64%	47
2018 Q1	$1.28M	Sell	74,224 -956	-1%	-$16.9K	0.73%	39
2017 Q4	$1.31M	Buy	75,180 +100	+0.1%	+$1.71K	0.72%	42
2017 Q3	$1.26M	Buy	75,080 +1,044	+1%	+$16.8K	0.74%	41
2017 Q2	$1.18M	Sell	74,036 -1,052	-1%	-$16.6K	0.73%	47
2017 Q1	$1.18M	Hold	75,088	–	–	0.82%	40
2016 Q4	$1.15M	Hold	75,088	–	–	0.83%	41
2016 Q3	$1.08M	Sell	75,088 -360	-0.5%	-$5.11K	0.82%	40
2016 Q2	$1.02M	Sell	75,448 -2,040	-3%	-$27.1K	0.81%	42
2016 Q1	$1.01M	Buy	77,488 +5,620	+8%	+$68.1K	0.9%	38
2015 Q4	$936K	Buy	71,868 +3,160	+5%	+$42.2K	0.85%	39
2015 Q3	$872K	Buy	68,708 +1,840	+3%	+$25.3K	0.84%	38
2015 Q2	$961K	Hold	66,868	–	–	0.89%	37
2015 Q1	$963K	Sell	66,868 -6,992	-9%	-$97.7K	0.86%	37
2014 Q4	$1.02M	Buy	+73,860	New	+$981K	0.95%	38

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SCHA Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.8% in Q1 2026, selling an estimated $24.4K and leaving 44,870 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #154.

Pinnacle Wealth Management Advisory Group first reported a position in SCHA in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.44M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 44,870 shares of Schwab U.S Small- Cap ETF worth $1.3M as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 813 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $24.4K.
Schwab U.S Small- Cap ETF made up 0.09% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #154 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 46 quarters since.
Pinnacle Wealth Management Advisory Group's Schwab U.S Small- Cap ETF position peaked at $1.44M in Q4 2021.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.