Pinnacle Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-425,778	Closed	-$9.79M	–	49
2024 Q1	$9.79M	Sell	425,778 -20,674	-5%	-$475K	10.21%	1
2023 Q4	$10.4M	Sell	446,452 -20,098	-4%	-$450K	11.9%	1
2023 Q3	$10.3M	Buy	466,550 +438,668	+1,573%	+$9.94M	12.52%	1
2023 Q2	$644K	Buy	+27,882	New	+$649K	0.65%	42

Other funds holding SCHZ

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Pinnacle Wealth Management's SCHZ Position: Q2 2024 in Review

Pinnacle Wealth Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2024, closing a stake of 425,778 shares — an estimated $9.79M sold.

Pinnacle Wealth Management first reported a position in SCHZ in Q2 2023 and held it in 4 quarters. The position peaked at $10.4M in Q4 2023. 593 funds tracked by Wall St. Rank hold SCHZ as of Q2 2024.

Pinnacle Wealth Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Pinnacle Wealth Management sold 425,778 Schwab US Aggregate Bond ETF shares in Q2 2024, an estimated $9.79M.
Pinnacle Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2023 and held it in 4 quarters.
Pinnacle Wealth Management's Schwab US Aggregate Bond ETF position peaked at $10.4M in Q4 2023.
593 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2024.

Based on Pinnacle Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.