Pinnacle Wealth Management Advisory Group’s Schwab US Broad Market ETF SCHB Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2026 Q2	$908K	Buy	31,359 +1,323	+4%	+$37K	0.05%	188
2026 Q1	$754K	Buy	30,036 +3,039	+11%	+$79.7K	0.05%	205
2025 Q4	$708K	Buy	26,997 +611	+2%	+$15.9K	0.05%	205
2025 Q3	$678K	Buy	26,386 +1,150	+5%	+$28.5K	0.05%	189
2025 Q2	$601K	Buy	25,236 +2	+0%	+$44	0.05%	197
2025 Q1	$543K	Buy	25,234 +88	+0.3%	+$2K	0.05%	194
2024 Q4	$571K	Sell	25,146 -486	-2%	-$11.1K	0.05%	180
2024 Q3	$568K	Buy	25,632 +156	+0.6%	+$3.33K	0.05%	187
2024 Q2	$534K	Buy	25,476 +180	+0.7%	+$3.65K	0.06%	188
2024 Q1	$515K	Buy	25,296 +615	+2%	+$11.9K	0.06%	189
2023 Q4	$458K	Hold	24,681	–	–	0.05%	197
2023 Q3	$410K	Sell	24,681 -240	-1%	-$4.15K	0.05%	198
2023 Q2	$429K	Hold	24,921	–	–	0.05%	194
2023 Q1	$397K	Sell	24,921 -7,662	-24%	-$120K	0.05%	200
2022 Q4	$487K	Buy	32,583 +11,463	+54%	+$172K	0.07%	174
2022 Q3	$296K	Buy	21,120 +12	+0.1%	+$187	0.05%	213
2022 Q2	$311K	Buy	21,108 +8,079	+62%	+$130K	0.05%	221
2022 Q1	$232K	Buy	13,029 +3	+0%	+$53	0.03%	259
2021 Q4	$245K	Buy	13,026 +12	+0.1%	+$221	0.04%	238
2021 Q3	$225K	Buy	13,014 +114	+0.9%	+$2.03K	0.05%	201
2021 Q2	$224K	Buy	12,900 +6	+0%	+$102	0.05%	205
2021 Q1	$208K	Sell	12,894 -1,578	-11%	-$24.9K	0.06%	184
2020 Q4	$220K	Buy	+14,472	New	+$206K	0.07%	173
2020 Q1	–	Sell	-20,424	Closed	-$262K	–	191
2019 Q4	$262K	Sell	20,424 -6	-0%	-$74	0.1%	157
2019 Q3	$242K	Buy	20,430 +1,050	+5%	+$12.4K	0.1%	153
2019 Q2	$228K	Hold	19,380	–	–	0.1%	169
2019 Q1	$220K	Buy	+19,380	New	+$212K	0.1%	168
2018 Q4	–	Sell	-21,252	Closed	-$249K	–	175
2018 Q3	$249K	Buy	21,252 +240	+1%	+$2.77K	0.12%	133
2018 Q2	$231K	Hold	21,012	–	–	0.12%	126
2018 Q1	$223K	Buy	21,012 +1,320	+7%	+$14.5K	0.13%	131
2017 Q4	$212K	Sell	19,692 -108	-0.5%	-$1.13K	0.12%	137
2017 Q3	$201K	Buy	+19,800	New	+$197K	0.12%	139
2016 Q2	–	Sell	-27,156	Closed	-$223K	–	117
2016 Q1	$223K	Buy	+27,156	New	+$211K	0.2%	102

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

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

Pinnacle Wealth Management Advisory Group's SCHB Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Schwab US Broad Market ETF (SCHB) stake by 4.4% in Q2 2026, buying an estimated $37K and bringing the position to 31,359 shares worth $908K. The position accounts for 0.05% of the portfolio, ranked #188.

Pinnacle Wealth Management Advisory Group first reported a position in SCHB in Q1 2016 and has held it in 33 quarters since. 1,386 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 31,359 shares of Schwab US Broad Market ETF worth $908K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 1,323 Schwab US Broad Market ETF shares in Q2 2026, an estimated $37K.
Schwab US Broad Market ETF made up 0.05% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #188 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Schwab US Broad Market ETF in Q1 2016 and has held it in 33 quarters since.
1,386 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.