Pinnacle Wealth Planning Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $566K | Buy |
6,023
+20
| +0.3% | +$1.96K | 0.06% | 195 |
|
|
2025
Q4 | $600K | Sell |
6,003
-476
| -7% | -$45.2K | 0.06% | 175 |
|
|
2025
Q3 | $619K | Sell |
6,479
-15
| -0.2% | -$1.42K | 0.07% | 167 |
|
|
2025
Q2 | $593K | Buy |
6,494
+513
| +9% | +$43K | 0.08% | 163 |
|
|
2025
Q1 | $468K | Buy |
5,981
+187
| +3% | +$14.7K | 0.07% | 175 |
|
|
2024
Q4 | $429K | Buy |
5,794
+568
| +11% | +$42.5K | 0.06% | 180 |
|
|
2024
Q3 | $339K | Sell |
5,226
-74
| -1% | -$4.86K | 0.05% | 266 |
|
|
2024
Q2 | $391K | Buy |
5,300
+317
| +6% | +$23.4K | 0.06% | 221 |
|
|
2024
Q1 | $360K | Buy |
4,983
+211
| +4% | +$13.9K | 0.05% | 253 |
|
|
2023
Q4 | $328K | Sell |
4,772
-119
| -2% | -$6.87K | 0.05% | 249 |
|
|
2023
Q3 | $269K | Sell |
4,891
-3,260
| -40% | -$197K | 0.04% | 279 |
|
|
2023
Q2 | $462K | Sell |
8,151
-16,977
| -68% | -$889K | 0.07% | 179 |
|
|
2023
Q1 | $1.32M | Buy |
25,128
+16,580
| +194% | +$1.21M | 0.22% | 69 |
|
|
2022
Q4 | $712K | Buy |
8,548
+257
| +3% | +$19.9K | 0.13% | 110 |
|
|
2022
Q3 | $596K | Buy |
8,291
+43
| +0.5% | +$2.98K | 0.11% | 119 |
|
|
2022
Q2 | $521K | Buy |
8,248
+1,497
| +22% | +$103K | 0.09% | 148 |
|
|
2022
Q1 | $569K | Sell |
6,751
-20
| -0.3% | -$1.76K | 0.1% | 153 |
|
|
2021
Q4 | $570K | Buy |
6,771
+450
| +7% | +$36.4K | 0.11% | 140 |
|
|
2021
Q3 | $460K | Buy |
6,321
+234
| +4% | +$16.7K | 0.1% | 157 |
|
|
2021
Q2 | $444K | Buy |
6,087
+83
| +1% | +$5.87K | 0.1% | 160 |
|
|
2021
Q1 | $391K | Sell |
6,004
-758
| -11% | -$46K | 0.1% | 170 |
|
|
2020
Q4 | $358K | Buy |
6,762
+758
| +13% | +$34.3K | 0.09% | 162 |
|
|
2020
Q3 | $218K | Buy |
+6,004
| New | +$209K | 0.07% | 219 |
|
|
2020
Q1 | – | Sell |
-7,814
| Closed | -$371K | – | 266 |
|
|
2019
Q4 | $371K | Buy |
7,814
+2,269
| +41% | +$100K | 0.17% | 124 |
|
|
2019
Q3 | $231K | Buy |
+5,545
| New | +$224K | 0.13% | 160 |
|
|
2019
Q2 | – | Sell |
-4,684
| Closed | -$200K | – | 182 |
|
|
2019
Q1 | $200K | Sell |
4,684
-535
| -10% | -$24.2K | 0.13% | 147 |
|
|
2018
Q4 | $216K | Sell |
5,219
-508
| -9% | -$23K | 0.14% | 120 |
|
|
2018
Q3 | $282K | Sell |
5,727
-326
| -5% | -$16.6K | 0.26% | 126 |
|
|
2018
Q2 | $309K | Sell |
6,053
-209
| -3% | -$11.6K | 0.3% | 108 |
|
|
2018
Q1 | $327K | Buy |
6,262
+3,950
| +171% | +$212K | 0.34% | 104 |
|
|
2017
Q4 | $118K | Buy |
+2,312
| New | +$109K | 0.24% | 77 |
|
Other funds holding SCHW
VCM
VPM
Pinnacle Wealth Planning Services's SCHW Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its Charles Schwab (SCHW) stake by 0.33% in Q1 2026, buying an estimated $1.96K and bringing the position to 6,023 shares worth $566K. The position accounts for 0.06% of the portfolio, ranked #195.
Pinnacle Wealth Planning Services first reported a position in SCHW in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.32M in Q1 2023. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Pinnacle Wealth Planning Services held 6,023 shares of Charles Schwab worth $566K as of Q1 2026.
- Pinnacle Wealth Planning Services bought 20 Charles Schwab shares in Q1 2026, an estimated $1.96K.
- Charles Schwab made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #195 holding.
- Pinnacle Wealth Planning Services first reported a position in Charles Schwab in Q4 2017 and has held it in 31 quarters since.
- Pinnacle Wealth Planning Services's Charles Schwab position peaked at $1.32M in Q1 2023.
- 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.