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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1% in Q1 2026, selling an estimated $4.85K and leaving 15,367 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #226.

Pinnacle Wealth Planning Services first reported a position in SCHD in Q4 2024 and has held it in 6 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Pinnacle Wealth Planning Services held 15,367 shares of Schwab US Dividend Equity ETF worth $471K as of Q1 2026.
Pinnacle Wealth Planning Services sold 160 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $4.85K.
Schwab US Dividend Equity ETF made up 0.05% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #226 holding.
Pinnacle Wealth Planning Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 6 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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