Pinnacle Wealth Management Advisory Group, LLC

Position in SCHW — Schwab Charles Corp

CIK 1631864 RED BANK, NJ

Position in SCHW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,034,531

+$67,947 QoQ

Shares Held

11,212

+9.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,191

of 2,304 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Management Advisory Group, LLC holds $15,296,422 across 3 Capital Markets names. SCHW ranks #3 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	52,042	$10,878,859
2	GS	Goldman Sachs Group Inc	3,345	$3,383,032
3	SCHW	Schwab Charles Corp This page	11,212	$1,034,531

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,034,531	11,212	+9.0%	Shares	Sole	2026-08-05
2026-03-31	$966,584	10,285	+2.9%	Shares	Sole	2026-04-21
2025-12-31	$998,500	9,994	+2.2%	Shares	Sole	2026-02-02
2025-09-30	$933,505	9,778	+1.5%	Shares	Sole	2025-10-20
2025-06-30	$878,732	9,631	+1.9%	Shares	Sole	2025-08-07
2025-03-31	$739,511	9,447	-6.8%	Shares	Sole	2025-05-07
2024-12-31	$750,461	10,140	-0.6%	Shares	Sole	2025-01-31
2024-09-30	$660,867	10,197	+1.1%	Shares	Sole	2024-10-16
2024-06-30	$743,532	10,090	+0.1%	Shares	Sole	2024-07-25
2024-03-31	$728,970	10,077	+1.4%	Shares	Sole	2024-05-01
2023-12-31	$683,665	9,937	-21.4%	Shares	Sole	2024-02-07
2023-09-30	$693,826	12,638	-7.3%	Shares	Sole	2023-10-25
2023-06-30	$773,001	13,638	-15.1%	Shares	Sole	2023-08-02
2023-03-31	$841,379	16,063	-18.6%	Shares	Sole	2023-05-04
2022-12-31	$1,643,219	19,736	+4.3%	Shares	Sole	2023-02-07
2022-09-30	$1,359,636	18,918	+10.0%	Shares	Sole	2022-11-10
2022-06-30	$1,086,948	17,204	+25.6%	Shares	Sole	2022-08-01
2022-03-31	$1,155,047	13,700	+9.4%	Shares	Sole	2022-05-05
2021-12-31	$1,053,268	12,524	+80.4%	Shares	Sole	2022-01-20
2021-09-30	$505,800	6,944	+7.9%	Shares	Sole	2021-10-29
2021-06-30	$468,386	6,433	+34.7%	Shares	Sole	2021-08-10
2021-03-31	$311,364	4,777	+20.6%	Shares	Sole	2021-05-13
2020-12-31	$210,144	3,962	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.