Pinnacle Wealth Planning Services’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$286K	Buy	8,600 +1,273	+17%	+$43.8K	0.03%	371
2026 Q2	$255K	Buy	7,327 +54	+0.7%	+$1.78K	0.02%	431
2026 Q1	$222K	Buy	7,273 +2,766	+61%	+$86.2K	0.02%	443
2025 Q4	$133K	Buy	+4,507	New	+$132K	0.01%	635
2025 Q3	–	Sell	-8,025	Closed	-$222K	–	507
2025 Q2	$222K	Buy	+8,025	New	+$211K	0.03%	391

Other funds holding SCHV

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Schwab US Large-Cap Value ETF (SCHV) stake by 17% in Q3 2026, buying an estimated $43.8K and bringing the position to 8,600 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #371.

Pinnacle Wealth Planning Services first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold SCHV as of Q3 2026.

Pinnacle Wealth Planning Services held 8,600 shares of Schwab US Large-Cap Value ETF worth $286K as of Q3 2026.
Pinnacle Wealth Planning Services bought 1,273 Schwab US Large-Cap Value ETF shares in Q3 2026, an estimated $43.8K.
Schwab US Large-Cap Value ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #371 holding.
Pinnacle Wealth Planning Services first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
659 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2026.

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