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

Pinnacle Wealth Planning Services’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$496K	Buy	15,645 +278	+2%	+$8.82K	0.05%	228
2026 Q1	$471K	Sell	15,367 -160	-1%	-$4.85K	0.05%	226
2025 Q4	$426K	Buy	15,527 +114	+0.7%	+$3.1K	0.04%	239
2025 Q3	$421K	Hold	15,413	–	–	0.05%	248
2025 Q2	$408K	Buy	15,413 +1,640	+12%	+$42.8K	0.05%	233
2025 Q1	$385K	Buy	13,773 +1,366	+11%	+$38.1K	0.06%	211
2024 Q4	$339K	Buy	+12,407	New	+$353K	0.05%	225

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q2 2026, buying an estimated $8.82K and bringing the position to 15,645 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #228.

Pinnacle Wealth Planning Services first reported a position in SCHD in Q4 2024 and has held it in 7 quarters since. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Pinnacle Wealth Planning Services held 15,645 shares of Schwab US Dividend Equity ETF worth $496K as of Q2 2026.
Pinnacle Wealth Planning Services bought 278 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $8.82K.
Schwab US Dividend Equity ETF made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #228 holding.
Pinnacle Wealth Planning Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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