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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
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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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Pinnacle Wealth Planning Services's SCHB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 1,220 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Pinnacle Wealth Planning Services first reported a position in SCHB in Q4 2025 and has held it in 3 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,220 shares of Schwab US Broad Market ETF worth $35.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1509 holding.
  • Pinnacle Wealth Planning Services first reported a position in Schwab US Broad Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.