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 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Pinnacle Wealth Planning Services increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.74% in Q2 2026, buying an estimated $1.78K and bringing the position to 7,327 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #431.

Pinnacle Wealth Planning Services first reported a position in SCHV in Q2 2025 and has held it in 4 quarters since. 993 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Pinnacle Wealth Planning Services held 7,327 shares of Schwab US Large-Cap Value ETF worth $255K as of Q2 2026.
Pinnacle Wealth Planning Services bought 54 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $1.78K.
Schwab US Large-Cap Value ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #431 holding.
Pinnacle Wealth Planning Services first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
993 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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