Pinnacle Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pinnacle Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-181,986	Closed	-$5.08M	–	41
2025 Q3	$5.08M	Buy	+181,986	New	+$4.87M	3.43%	6
2025 Q1	–	Sell	-32,540	Closed	-$841K	–	72
2024 Q4	$841K	Buy	32,540 +7,374	+29%	+$196K	0.94%	31
2024 Q3	$648K	Buy	25,166 +10,480	+71%	+$260K	0.77%	31
2024 Q2	$348K	Buy	14,686 +1,446	+11%	+$34.3K	0.44%	38
2024 Q1	$326K	Sell	13,240 -357,576	-96%	-$8.38M	0.34%	42
2023 Q4	$8.76M	Buy	+370,816	New	+$7.82M	10.01%	2
2022 Q1	–	Sell	-10,404	Closed	-$266K	–	55
2021 Q4	$266K	Buy	+10,404	New	+$269K	0.23%	43

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Pinnacle Wealth Management's SCHA Position: Q4 2025 in Review

Pinnacle Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 181,986 shares — an estimated $5.08M sold.

Pinnacle Wealth Management first reported a position in SCHA in Q4 2021 and held it in 7 quarters. The position peaked at $8.76M in Q4 2023. 1,238 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

Pinnacle Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
Pinnacle Wealth Management sold 181,986 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $5.08M.
Pinnacle Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 7 quarters.
Pinnacle Wealth Management's Schwab U.S Small- Cap ETF position peaked at $8.76M in Q4 2023.
1,238 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Pinnacle Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.