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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.16M	Buy	46,003 +1	+0%	+$25	0.1%	137
2025 Q1	$1.08M	Buy	46,002 +1,368	+3%	+$32.1K	0.1%	132
2024 Q4	$1.15M	Sell	44,634 -734	-2%	-$19K	0.11%	119
2024 Q3	$1.17M	Sell	45,368 -480	-1%	-$12.4K	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%	-$86.6K	0.12%	117
2023 Q4	$1.19M	Sell	50,556 -232	-0.5%	-$5.48K	0.14%	108
2023 Q3	$1.05M	Sell	50,788 -6,202	-11%	-$128K	0.14%	110
2023 Q2	$1.25M	Buy	56,990 +116	+0.2%	+$2.54K	0.16%	103
2023 Q1	$1.19M	Buy	56,874 +4,542	+9%	+$95.2K	0.16%	105
2022 Q4	$1.06M	Sell	52,332 -140	-0.3%	-$2.84K	0.16%	109
2022 Q3	$992K	Sell	52,472 -38	-0.1%	-$718	0.16%	105
2022 Q2	$1.02M	Sell	52,510 -4,300	-8%	-$83.9K	0.17%	105
2022 Q1	$1.35M	Buy	56,810 +622	+1%	+$14.7K	0.19%	103
2021 Q4	$1.44M	Buy	56,188 +5,880	+12%	+$150K	0.24%	95
2021 Q3	$1.26M	Sell	50,308 -4,200	-8%	-$105K	0.29%	85
2021 Q2	$1.42M	Buy	54,508 +3,040	+6%	+$79.2K	0.33%	77
2021 Q1	$1.28M	Buy	51,468 +1,256	+3%	+$31.3K	0.36%	71
2020 Q4	$1.12M	Buy	50,212 +10,660	+27%	+$237K	0.34%	73
2020 Q3	$676K	Hold	39,552	–	–	0.24%	95
2020 Q2	$646K	Buy	39,552 +3,160	+9%	+$51.6K	0.24%	95
2020 Q1	$469K	Sell	36,392 -28,276	-44%	-$364K	0.23%	95
2019 Q4	$1.22M	Sell	64,668 -204	-0.3%	-$3.86K	0.46%	68
2019 Q3	$1.13M	Buy	64,872 +564	+0.9%	+$9.83K	0.47%	65
2019 Q2	$1.15M	Sell	64,308 -684	-1%	-$12.2K	0.49%	63
2019 Q1	$1.14M	Buy	64,992 +1,036	+2%	+$18.1K	0.51%	64
2018 Q4	$970K	Sell	63,956 -268	-0.4%	-$4.07K	0.53%	61
2018 Q3	$1.22M	Hold	64,224	–	–	0.6%	50
2018 Q2	$1.18M	Sell	64,224 -10,000	-13%	-$184K	0.64%	47
2018 Q1	$1.28M	Sell	74,224 -956	-1%	-$16.5K	0.73%	39
2017 Q4	$1.31M	Buy	75,180 +100	+0.1%	+$1.74K	0.72%	42
2017 Q3	$1.27M	Buy	75,080 +1,044	+1%	+$17.6K	0.74%	41
2017 Q2	$1.18M	Sell	74,036 -1,052	-1%	-$16.8K	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%	-$5.18K	0.82%	40
2016 Q2	$1.02M	Sell	75,448 -2,040	-3%	-$27.6K	0.81%	42
2016 Q1	$1.01M	Buy	77,488 +5,620	+8%	+$73.1K	0.9%	38
2015 Q4	$936K	Buy	71,868 +3,160	+5%	+$41.2K	0.85%	39
2015 Q3	$872K	Buy	68,708 +1,840	+3%	+$23.4K	0.84%	38
2015 Q2	$961K	Hold	66,868	–	–	0.89%	37
2015 Q1	$963K	Sell	66,868 -6,992	-9%	-$101K	0.86%	37
2014 Q4	$1.02M	Buy	+73,860	New	+$1.02M	0.95%	38