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Pinnacle Wealth Planning Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147K Hold
3,155
– – 0.02% 595
2025
Q4 		$144K Buy
+3,155
New +$143K 0.02% 614
2021
Q1 		– Sell
-3,155
Closed -$119K – 1644
2020
Q4 		$119K Buy
+3,155
New +$110K 0.03% 407

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q1 2026 at 3,155 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #595.

Pinnacle Wealth Planning Services first reported a position in SCHC in Q4 2020 and has held it in 3 quarters since. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,155 shares of Schwab International Small-Cap Equity ETF worth $147K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Schwab International Small-Cap Equity ETF share count unchanged in Q1 2026.
  • Schwab International Small-Cap Equity ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #595 holding.
  • Pinnacle Wealth Planning Services first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and has held it in 3 quarters since.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

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