Pinnacle Wealth Management Advisory Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$238K	Hold	9,278	–	–	0.02%	473
2025 Q4	$250K	Sell	9,278 -100	-1%	-$2.67K	0.02%	449
2025 Q3	$247K	Sell	9,378 -500	-5%	-$12.7K	0.02%	347
2025 Q2	$241K	Sell	9,878 -987	-9%	-$22.3K	0.02%	331
2025 Q1	$240K	Buy	+10,865	New	+$253K	0.02%	310
2024 Q3	–	Sell	-10,689	Closed	-$229K	–	369
2024 Q2	$229K	Buy	+10,689	New	+$221K	0.02%	311
2024 Q1	–	Sell	-13,782	Closed	-$259K	–	359
2023 Q4	$259K	Buy	13,782 +18	+0.1%	+$316	0.03%	277
2023 Q3	$232K	Buy	13,764 +18	+0.1%	+$316	0.03%	276
2023 Q2	$240K	Buy	13,746 +336	+3%	+$5.55K	0.03%	279
2023 Q1	$216K	Buy	+13,410	New	+$211K	0.03%	284

Other funds holding SCHX

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Pinnacle Wealth Management Advisory Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 9,278 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #473.

Pinnacle Wealth Management Advisory Group first reported a position in SCHX in Q1 2023 and has held it in 10 quarters since. The position peaked at $259K in Q4 2023. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 9,278 shares of Schwab US Large- Cap ETF worth $238K as of Q1 2026.
Pinnacle Wealth Management Advisory Group left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #473 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Schwab US Large- Cap ETF in Q1 2023 and has held it in 10 quarters since.
Pinnacle Wealth Management Advisory Group's Schwab US Large- Cap ETF position peaked at $259K in Q4 2023.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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