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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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