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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.45M	Hold	56,616	–	–	0.15%	81
2025 Q4	$1.52M	Sell	56,616 -2,220	-4%	-$59.3K	0.16%	72
2025 Q3	$1.55M	Buy	58,836 +876	+2%	+$22.2K	0.18%	70
2025 Q2	$1.42M	Buy	+57,960	New	+$1.31M	0.19%	71
2024 Q4	–	Sell	-9,318	Closed	-$211K	–	534
2024 Q3	$211K	Buy	+9,318	New	+$203K	0.03%	447
2021 Q1	–	Sell	-14,034	Closed	-$213K	–	1647
2020 Q4	$213K	Buy	+14,034	New	+$201K	0.05%	265
2020 Q2	–	Sell	-26,286	Closed	-$268K	–	285
2020 Q1	$268K	Sell	26,286 -480	-2%	-$5.83K	0.13%	149
2019 Q4	$342K	Sell	26,766 -1,164	-4%	-$14.3K	0.16%	135
2019 Q3	$330K	Sell	27,930 -17,850	-39%	-$210K	0.18%	111
2019 Q2	$535K	Buy	45,780 +1,386	+3%	+$15.9K	0.32%	60
2019 Q1	$501K	Buy	+44,394	New	+$481K	0.34%	60

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 56,616 shares worth $1.45M. The position accounts for 0.15% of the portfolio, ranked #81.

Pinnacle Wealth Planning Services first reported a position in SCHX in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.55M in Q3 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Pinnacle Wealth Planning Services held 56,616 shares of Schwab US Large- Cap ETF worth $1.45M as of Q1 2026.
Pinnacle Wealth Planning Services left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.15% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #81 holding.
Pinnacle Wealth Planning Services first reported a position in Schwab US Large- Cap ETF in Q1 2019 and has held it in 11 quarters since.
Pinnacle Wealth Planning Services's Schwab US Large- Cap ETF position peaked at $1.55M in Q3 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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