Pinnacle Wealth Planning Services
SCHB icon

Pinnacle Wealth Planning Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$35.8K Hold
1,220
– – ﹤0.01% 1496
2026
Q2 		$35.3K Hold
1,220
– – ﹤0.01% 1509
2026
Q1 		$30.6K Hold
1,220
– – ﹤0.01% 1475
2025
Q4 		$32K Buy
+1,220
New +$31.8K ﹤0.01% 1479

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Pinnacle Wealth Planning Services's SCHB Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 1,220 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

Pinnacle Wealth Planning Services first reported a position in SCHB in Q4 2025 and has held it in 4 quarters since. 698 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,220 shares of Schwab US Broad Market ETF worth $35.8K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1496 holding.
  • Pinnacle Wealth Planning Services first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 698 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.