Pinnacle Wealth Planning Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$408K	Buy	15,413 +1,640	+12%	+$43.5K	0.05%	233
2025 Q1	$385K	Buy	13,773 +1,366	+11%	+$38.2K	0.06%	211
2024 Q4	$339K	Buy	+12,407	New	+$339K	0.05%	225