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Pinnacle Wealth Management Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.6M Buy
607,418
+6,783
+1% +$206K 1.27% 19
2025
Q4 		$16.5M Sell
600,635
-14,179
-2% -$386K 1.13% 23
2025
Q3 		$16.8M Sell
614,814
-42,832
-7% -$1.17M 1.26% 19
2025
Q2 		$17.4M Sell
657,646
-11,116
-2% -$290K 1.45% 17
2025
Q1 		$18.7M Sell
668,762
-373,640
-36% -$10.4M 1.74% 14
2024
Q4 		$28.5M Buy
1,042,402
+49,429
+5% +$1.41M 2.66% 8
2024
Q3 		$28M Buy
992,973
+42,672
+4% +$1.16M 2.67% 8
2024
Q2 		$24.6M Buy
950,301
+25,293
+3% +$658K 2.54% 8
2024
Q1 		$24.9M Buy
925,008
+9,363
+1% +$242K 2.67% 7
2023
Q4 		$23.2M Sell
915,645
-38,565
-4% -$919K 2.72% 7
2023
Q3 		$22.5M Buy
954,210
+1,293
+0.1% +$31.7K 2.92% 5
2023
Q2 		$23.1M Buy
952,917
+32,415
+4% +$774K 2.87% 5
2023
Q1 		$22.4M Buy
920,502
+47,358
+5% +$1.18M 3.03% 5
2022
Q4 		$22M Buy
873,144
+78,858
+10% +$1.95M 3.3% 4
2022
Q3 		$17.6M Buy
794,286
+74,025
+10% +$1.8M 2.92% 6
2022
Q2 		$17.2M Buy
720,261
+78,384
+12% +$1.99M 2.77% 7
2022
Q1 		$16.9M Buy
641,877
+186,048
+41% +$4.87M 2.43% 7
2021
Q4 		$12.3M Buy
455,829
+101,946
+29% +$2.65M 2.01% 9
2021
Q3 		$8.76M Buy
353,883
+40,422
+13% +$1.03M 2.05% 9
2021
Q2 		$7.9M Buy
313,461
+53,022
+20% +$1.34M 1.85% 11
2021
Q1 		$6.33M Buy
260,439
+41,820
+19% +$951K 1.78% 14
2020
Q4 		$4.67M Buy
218,619
+77,541
+55% +$1.57M 1.42% 20
2020
Q3 		$2.6M Buy
141,078
+120,546
+587% +$2.22M 0.91% 27
2020
Q2 		$354K Buy
20,532
+6,531
+47% +$110K 0.13% 127
2020
Q1 		$210K Buy
+14,001
New +$251K 0.1% 144
2018
Q4 		– Sell
-13,104
Closed -$231K – 176
2018
Q3 		$231K Sell
13,104
-4,434
-25% -$76.7K 0.11% 138
2018
Q2 		$288K Sell
17,538
-1,656
-9% -$27.3K 0.15% 116
2018
Q1 		$314K Sell
19,194
-867
-4% -$14.8K 0.18% 110
2017
Q4 		$342K Buy
20,061
+2,178
+12% +$35.8K 0.19% 104
2017
Q3 		$279K Buy
17,883
+1,950
+12% +$29.8K 0.16% 122
2017
Q2 		$240K Buy
+15,933
New +$239K 0.15% 129

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q1 2026, buying an estimated $206K and bringing the position to 607,418 shares worth $18.6M. The position accounts for 1.27% of the portfolio, ranked #19.

Pinnacle Wealth Management Advisory Group first reported a position in SCHD in Q2 2017 and has held it in 31 quarters since. The position peaked at $28.5M in Q4 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 607,418 shares of Schwab US Dividend Equity ETF worth $18.6M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 6,783 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $206K.
  • Schwab US Dividend Equity ETF made up 1.27% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #19 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 31 quarters since.
  • Pinnacle Wealth Management Advisory Group's Schwab US Dividend Equity ETF position peaked at $28.5M in Q4 2024.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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