Pinnacle Wealth Management Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-16,409	Closed	-$346K	–	291
2022 Q2	$346K	Buy	16,409 +4,369	+36%	+$101K	0.06%	208
2022 Q1	$300K	Hold	12,040	–	–	0.04%	225
2021 Q4	$317K	Hold	12,040	–	–	0.05%	211
2021 Q3	$275K	Hold	12,040	–	–	0.06%	188
2021 Q2	$276K	Buy	12,040 +150	+1%	+$3.33K	0.06%	187
2021 Q1	$244K	Hold	11,890	–	–	0.07%	169
2020 Q4	$226K	Sell	11,890 -350	-3%	-$6.47K	0.07%	170
2020 Q3	$216K	Hold	12,240	–	–	0.08%	169
2020 Q2	$216K	Buy	+12,240	New	+$213K	0.08%	168

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SCHH Position: Q3 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 16,409 shares — an estimated $346K sold.

Pinnacle Wealth Management Advisory Group first reported a position in SCHH in Q2 2020 and held it in 9 quarters. The position peaked at $346K in Q2 2022. 454 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

Pinnacle Wealth Management Advisory Group reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 16,409 Schwab US REIT ETF shares in Q3 2022, an estimated $346K.
Pinnacle Wealth Management Advisory Group first reported a position in Schwab US REIT ETF in Q2 2020 and held it in 9 quarters.
Pinnacle Wealth Management Advisory Group's Schwab US REIT ETF position peaked at $346K in Q2 2022.
454 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2022, filed 10 Nov 2022.