Pinnacle Wealth Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pinnacle Wealth Management 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	$486K	Buy	15,341 +146	+1%	+$4.63K	0.23%	77
2026 Q1	$466K	Buy	15,195 +2,660	+21%	+$80.7K	0.23%	75
2025 Q4	$344K	Sell	12,535 -322	-3%	-$8.76K	0.17%	88
2025 Q3	$351K	Buy	12,857 +36	+0.3%	+$982	0.18%	84
2025 Q2	$340K	Buy	12,821 +32	+0.3%	+$836	0.19%	84
2025 Q1	$358K	Buy	12,789 +3,700	+41%	+$103K	0.25%	70
2024 Q4	$248K	Buy	+9,089	New	+$258K	0.15%	101

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Group's SCHD Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.96% in Q2 2026, buying an estimated $4.63K and bringing the position to 15,341 shares worth $486K. The position accounts for 0.23% of the portfolio, ranked #77.

Pinnacle Wealth Management Group first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Pinnacle Wealth Management Group held 15,341 shares of Schwab US Dividend Equity ETF worth $486K as of Q2 2026.
Pinnacle Wealth Management Group bought 146 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $4.63K.
Schwab US Dividend Equity ETF made up 0.23% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #77 holding.
Pinnacle Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.