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
2026 Q1	$877K	Hold	30,148	–	–	0.09%	119
2025 Q4	$859K	Sell	30,148 -424	-1%	-$12K	0.09%	120
2025 Q3	$853K	Sell	30,572 -449	-1%	-$12K	0.1%	118
2025 Q2	$785K	Buy	+31,021	New	+$733K	0.1%	117
2021 Q1	–	Sell	-2,768	Closed	-$62K	–	1643
2020 Q4	$62K	Buy	+2,768	New	+$55.1K	0.01%	690
2020 Q1	–	Sell	-12,628	Closed	-$238K	–	265
2019 Q4	$238K	Sell	12,628 -4	-0%	-$72	0.11%	184
2019 Q3	$220K	Sell	12,632 -2,268	-15%	-$40K	0.12%	167
2019 Q2	$266K	Sell	14,900 -952	-6%	-$16.8K	0.16%	131
2019 Q1	$278K	Buy	+15,852	New	+$271K	0.19%	110

Other funds holding SCHA

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

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

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

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

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pinnacle Wealth Planning Services's SCHA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 30,148 shares worth $877K. The position accounts for 0.09% of the portfolio, ranked #119.

Pinnacle Wealth Planning Services first reported a position in SCHA in Q1 2019 and has held it in 9 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Pinnacle Wealth Planning Services held 30,148 shares of Schwab U.S Small- Cap ETF worth $877K as of Q1 2026.
Pinnacle Wealth Planning Services left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.09% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #119 holding.
Pinnacle Wealth Planning Services first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 9 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.