Pinnacle Wealth Planning Services
SCHD icon

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
Q3 		$666K Buy
20,485
+4,840
+31% +$163K 0.06% 182
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Keystone Financial Planning
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 31% in Q3 2026, buying an estimated $163K and bringing the position to 20,485 shares worth $666K. The position accounts for 0.06% of the portfolio, ranked #182.

Pinnacle Wealth Planning Services first reported a position in SCHD in Q4 2024 and has held it in 8 quarters since. 1,133 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Pinnacle Wealth Planning Services held 20,485 shares of Schwab US Dividend Equity ETF worth $666K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 4,840 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $163K.
  • Schwab US Dividend Equity ETF made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #182 holding.
  • Pinnacle Wealth Planning Services first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,133 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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