Pinnacle Wealth Planning Services
SCHX icon

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
Q3 		$1.7M Sell
56,513
-100
-0.2% -$3K 0.17% 81
2026
Q2 		$1.67M Sell
56,613
-3
-0% -$86 0.16% 86
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
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
HBK Sorce Advisory
HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return
Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

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

Pinnacle Wealth Planning Services reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.18% in Q3 2026, selling an estimated $3K and leaving 56,513 shares worth $1.7M. The position accounts for 0.17% of the portfolio, ranked #81.

Pinnacle Wealth Planning Services first reported a position in SCHX in Q1 2019 and has held it in 13 quarters since. 1,207 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Pinnacle Wealth Planning Services held 56,513 shares of Schwab US Large- Cap ETF worth $1.7M as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 100 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $3K.
  • Schwab US Large- Cap ETF made up 0.17% of Pinnacle Wealth Planning Services's portfolio in Q3 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 13 quarters since.
  • 1,207 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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