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Pinnacle Advisory Group’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Pinnacle Advisory Group’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-16,346
Closed -$476K – 205
2016
Q4 		$476K Sell
16,346
-1,085
-6% -$32.1K 0.03% 113
2016
Q3 		$522K Buy
+17,431
New +$526K 0.04% 67

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Advisory Group's SCHC Position: Q1 2017 in Review

Pinnacle Advisory Group sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2017, closing a stake of 16,346 shares — an estimated $476K sold.

Pinnacle Advisory Group first reported a position in SCHC in Q3 2016 and held it in 2 quarters. The position peaked at $522K in Q3 2016. 114 funds tracked by Wall St. Rank hold SCHC as of Q1 2017.

  • Pinnacle Advisory Group reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2017 after selling out during the quarter.
  • Pinnacle Advisory Group sold 16,346 Schwab International Small-Cap Equity ETF shares in Q1 2017, an estimated $476K.
  • Pinnacle Advisory Group first reported a position in Schwab International Small-Cap Equity ETF in Q3 2016 and held it in 2 quarters.
  • Pinnacle Advisory Group's Schwab International Small-Cap Equity ETF position peaked at $522K in Q3 2016.
  • 114 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2017.

Based on Pinnacle Advisory Group's 13F filing for Q1 2017, filed 24 Apr 2017.