PWMAG
Pinnacle Wealth Management Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Sell |
108,740
-13,978
| -11% | -$392K | 0.25% | 81 |
|
|
2025
Q1 | $3.22M | Buy |
122,718
+17,466
| +17% | +$458K | 0.3% | 75 |
|
|
2024
Q4 | $2.92M | Buy |
105,252
+67,153
| +176% | +$1.86M | 0.27% | 76 |
|
|
2024
Q3 | $3.17M | Sell |
38,099
-143
| -0.4% | -$11.9K | 0.3% | 73 |
|
|
2024
Q2 | $2.98M | Buy |
38,242
+249
| +0.7% | +$19.4K | 0.31% | 75 |
|
|
2024
Q1 | $3.09M | Sell |
37,993
-1,580
| -4% | -$129K | 0.33% | 69 |
|
|
2023
Q4 | $2.98M | Sell |
39,573
-6,978
| -15% | -$526K | 0.35% | 70 |
|
|
2023
Q3 | $3.15M | Buy |
46,551
+3,887
| +9% | +$263K | 0.41% | 63 |
|
|
2023
Q2 | $3.03M | Buy |
42,664
+6,785
| +19% | +$482K | 0.38% | 64 |
|
|
2023
Q1 | $2.43M | Buy |
35,879
+4,300
| +14% | +$292K | 0.33% | 71 |
|
|
2022
Q4 | $2.07M | Buy |
31,579
+13,482
| +74% | +$885K | 0.31% | 70 |
|
|
2022
Q3 | $1.1M | Sell |
18,097
-6,606
| -27% | -$400K | 0.18% | 99 |
|
|
2022
Q2 | $1.55M | Sell |
24,703
-790
| -3% | -$49.6K | 0.25% | 90 |
|
|
2022
Q1 | $1.93M | Buy |
25,493
+5,820
| +30% | +$442K | 0.28% | 85 |
|
|
2021
Q4 | $1.58M | Buy |
19,673
+785
| +4% | +$63.1K | 0.26% | 86 |
|
|
2021
Q3 | $1.45M | Sell |
18,888
-740
| -4% | -$56.7K | 0.34% | 78 |
|
|
2021
Q2 | $1.54M | Buy |
19,628
+5,380
| +38% | +$421K | 0.36% | 72 |
|
|
2021
Q1 | $1.06M | Buy |
14,248
+278
| +2% | +$20.7K | 0.3% | 78 |
|
|
2020
Q4 | $952K | Sell |
13,970
-1,020
| -7% | -$69.5K | 0.29% | 82 |
|
|
2020
Q3 | $832K | Buy |
14,990
+1,165
| +8% | +$64.7K | 0.29% | 84 |
|
|
2020
Q2 | $727K | Buy |
13,825
+1,457
| +12% | +$76.6K | 0.27% | 86 |
|
|
2020
Q1 | $521K | Sell |
12,368
-240
| -2% | -$10.1K | 0.25% | 91 |
|
|
2019
Q4 | $758K | Buy |
12,608
+3,590
| +40% | +$216K | 0.28% | 93 |
|
|
2019
Q3 | $510K | Buy |
9,018
+4,205
| +87% | +$238K | 0.21% | 104 |
|
|
2019
Q2 | $275K | Buy |
4,813
+714
| +17% | +$40.8K | 0.12% | 152 |
|
|
2019
Q1 | $227K | Buy |
+4,099
| New | +$227K | 0.1% | 163 |
|