Schwab Strategic Tr us dividend eq shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $25M | 308k | 80.63 |
| 2023-12-31 | $23M | 305k | 76.13 |
| 2023-09-30 | $23M | 318k | 70.76 |
| 2023-06-30 | $23M | 318k | 72.62 |
| 2023-03-31 | $22M | 307k | 73.16 |
| 2022-12-31 | $22M | 291k | 75.54 |
| 2022-09-30 | $18M | 265k | 66.43 |
| 2022-06-30 | $17M | 240k | 71.63 |
| 2022-03-31 | $17M | 214k | 78.89 |
| 2021-12-31 | $12M | 152k | 80.83 |
| 2021-09-30 | $8.8M | 118k | 74.24 |
| 2021-06-30 | $7.9M | 105k | 75.62 |
| 2021-03-31 | $6.3M | 87k | 72.92 |
| 2020-12-31 | $4.7M | 73k | 64.14 |
| 2020-09-30 | $2.6M | 47k | 55.31 |
| 2020-06-30 | $354k | 6.8k | 51.72 |
| 2020-03-31 | $210k | 4.7k | 45.00 |
| 2018-09-30 | $231k | 4.4k | 52.88 |
| 2018-06-30 | $288k | 5.8k | 49.26 |
| 2018-03-31 | $314k | 6.4k | 49.08 |
| 2017-12-31 | $342k | 6.7k | 51.14 |
| 2017-09-30 | $279k | 6.0k | 46.80 |
| 2017-06-30 | $240k | 5.3k | 45.19 |
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