Pinnacle Wealth Management Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.36M	Buy	108,666 +370	+0.3%	+$11.8K	0.23%	91
2025 Q4	$3.26M	Buy	108,296 +1,221	+1%	+$36.4K	0.22%	86
2025 Q3	$3.17M	Sell	107,075 -1,665	-2%	-$48.5K	0.24%	86
2025 Q2	$3.05M	Sell	108,740 -13,978	-11%	-$369K	0.25%	81
2025 Q1	$3.22M	Buy	122,718 +17,466	+17%	+$486K	0.3%	75
2024 Q4	$2.92M	Sell	105,252 -9,045	-8%	-$258K	0.27%	76
2024 Q3	$3.17M	Sell	114,297 -429	-0.4%	-$11.4K	0.3%	73
2024 Q2	$2.98M	Buy	114,726 +747	+0.7%	+$19.5K	0.31%	75
2024 Q1	$3.09M	Sell	113,979 -4,740	-4%	-$121K	0.33%	69
2023 Q4	$2.98M	Sell	118,719 -20,934	-15%	-$480K	0.35%	70
2023 Q3	$3.15M	Buy	139,653 +11,661	+9%	+$276K	0.41%	63
2023 Q2	$3.03M	Buy	127,992 +20,355	+19%	+$459K	0.38%	64
2023 Q1	$2.43M	Buy	107,637 +12,900	+14%	+$297K	0.33%	71
2022 Q4	$2.07M	Buy	94,737 +40,446	+74%	+$886K	0.31%	70
2022 Q3	$1.09M	Sell	54,291 -19,818	-27%	-$442K	0.18%	99
2022 Q2	$1.55M	Sell	74,109 -2,370	-3%	-$54.7K	0.25%	90
2022 Q1	$1.93M	Buy	76,479 +17,460	+30%	+$438K	0.28%	85
2021 Q4	$1.58M	Buy	59,019 +2,355	+4%	+$62.8K	0.26%	86
2021 Q3	$1.45M	Sell	56,664 -2,220	-4%	-$58K	0.34%	78
2021 Q2	$1.54M	Buy	58,884 +16,140	+38%	+$417K	0.36%	72
2021 Q1	$1.06M	Buy	42,744 +834	+2%	+$20.2K	0.3%	78
2020 Q4	$952K	Sell	41,910 -3,060	-7%	-$63.8K	0.29%	82
2020 Q3	$832K	Buy	44,970 +3,495	+8%	+$64.7K	0.29%	84
2020 Q2	$727K	Buy	41,475 +4,371	+12%	+$71.2K	0.27%	86
2020 Q1	$521K	Sell	37,104 -720	-2%	-$13.2K	0.25%	91
2019 Q4	$758K	Buy	37,824 +10,770	+40%	+$209K	0.28%	93
2019 Q3	$510K	Buy	27,054 +12,615	+87%	+$238K	0.21%	104
2019 Q2	$275K	Buy	14,439 +2,142	+17%	+$40.1K	0.12%	152
2019 Q1	$227K	Buy	+12,297	New	+$220K	0.1%	163

Other funds holding SCHM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.34% in Q1 2026, buying an estimated $11.8K and bringing the position to 108,666 shares worth $3.36M. The position accounts for 0.23% of the portfolio, ranked #91.

Pinnacle Wealth Management Advisory Group first reported a position in SCHM in Q1 2019 and has held it in 29 quarters since. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 108,666 shares of Schwab US Mid-Cap ETF worth $3.36M as of Q1 2026.
Pinnacle Wealth Management Advisory Group bought 370 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $11.8K.
Schwab US Mid-Cap ETF made up 0.23% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #91 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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