PWMG
SCHD icon

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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$340K Buy
12,821
+32
+0.3% +$848 0.19% 84
2025
Q1 		$358K Buy
12,789
+3,700
+41% +$103K 0.25% 70
2024
Q4 		$248K Buy
+9,089
New +$248K 0.15% 101