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 Q3	$157K	Hold	3,155	–	–	0.02%	613
2026 Q2	$152K	Hold	3,155	–	–	0.01%	655
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

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q3 2026 at 3,155 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #613.

Pinnacle Wealth Planning Services first reported a position in SCHC in Q4 2020 and has held it in 5 quarters since. 203 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

Pinnacle Wealth Planning Services held 3,155 shares of Schwab International Small-Cap Equity ETF worth $157K as of Q3 2026.
Pinnacle Wealth Planning Services left its Schwab International Small-Cap Equity ETF share count unchanged in Q3 2026.
Schwab International Small-Cap Equity ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #613 holding.
Pinnacle Wealth Planning Services first reported a position in Schwab International Small-Cap Equity ETF in Q4 2020 and has held it in 5 quarters since.
203 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

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