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

Pinnacle Wealth Planning Services’s Portfolio SCHA Stock Details SCHA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$877K	Hold
2025 Q4	$859K	Sell
2025 Q3	$853K	Sell
2025 Q2	$785K	Buy
2021 Q1	–	Sell
2020 Q4	$62K	Buy
2020 Q1	–	Sell
2019 Q4	$238K	Sell
2019 Q3	$220K	Sell
2019 Q2	$266K	Sell
2019 Q1	$278K	Buy