SCHWAB STRATEGIC TR

Ticker: SCHD CUSIP: 808524797 Class: US DIVIDEND EQ

Pinnacle Wealth Planning Services, Inc.'s Holding History (CIK: 0001726752)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 15,527 Value ($000) $426 Avg Close Range
Q3 2025
Shares 15,413 Value ($000) $421 Avg Close Range
Q2 2025
Shares 15,413 Value ($000) $408 Avg Close Range
Q1 2025
Shares 13,773 Value ($000) $385 Avg Close Range
Q4 2024
Shares 12,407 Value ($000) $339 Avg Close Range