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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.08M Buy
2025
Q1
Sell
2024
Q4
$841K Buy
2024
Q3
$648K Buy
2024
Q2
$348K Buy
2024
Q1
$326K Sell
2023
Q4
$8.76M Buy
2022
Q1
Sell
2021
Q4
$266K Buy