PWMAG
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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
Q2 		$19.5M Buy
614,431
+7,013
+1% +$222K 1.16% 24
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

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.2% in Q2 2026, buying an estimated $222K and bringing the position to 614,431 shares worth $19.5M. The position accounts for 1.16% of the portfolio, ranked #24.

Pinnacle Wealth Management Advisory Group first reported a position in SCHD in Q2 2017 and has held it in 32 quarters since. The position peaked at $28.5M in Q4 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 614,431 shares of Schwab US Dividend Equity ETF worth $19.5M as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 7,013 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $222K.
  • Schwab US Dividend Equity ETF made up 1.16% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #24 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and has held it in 32 quarters since.
  • Pinnacle Wealth Management Advisory Group's Schwab US Dividend Equity ETF position peaked at $28.5M in Q4 2024.
  • 2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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