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Pinnacle Advisory Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Pinnacle Advisory Group’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$1.69M Buy
53,037
+2,820
+6% +$91.8K 0.08% 86
2020
Q4 		$1.54M Sell
50,217
-61
-0.1% -$1.77K 0.09% 75
2020
Q3 		$1.34M Sell
50,278
-2,266
-4% -$60.5K 0.09% 75
2020
Q2 		$1.28M Buy
52,544
+704
+1% +$16K 0.09% 81
2020
Q1 		$1.07M Sell
51,840
-2,223
-4% -$55.6K 0.1% 73
2019
Q4 		$1.48M Buy
54,063
+1,312
+2% +$34.6K 0.1% 72
2019
Q3 		$1.33M Buy
52,751
+369
+0.7% +$9.39K 0.09% 68
2019
Q2 		$1.38M Sell
52,382
-929
-2% -$24.1K 0.1% 74
2019
Q1 		$1.39M Buy
53,311
+3,809
+8% +$96.5K 0.1% 68
2018
Q4 		$1.17M Buy
49,502
+5,466
+12% +$132K 0.09% 68
2018
Q3 		$1.13M Buy
44,036
+1,330
+3% +$34.5K 0.08% 69
2018
Q2 		$1.11M Sell
42,706
-181
-0.4% -$4.98K 0.07% 66
2018
Q1 		$1.23M Sell
42,887
-2,566
-6% -$75.2K 0.07% 65
2017
Q4 		$1.27M Buy
45,453
+3,004
+7% +$82.8K 0.07% 68
2017
Q3 		$1.14M Buy
42,449
+563
+1% +$14.9K 0.07% 65
2017
Q2 		$1.04M Sell
41,886
-153
-0.4% -$3.76K 0.07% 71
2017
Q1 		$1.01M Buy
42,039
+2,849
+7% +$66.3K 0.07% 73
2016
Q4 		$845K Buy
39,190
+1,858
+5% +$41.6K 0.06% 75
2016
Q3 		$857K Buy
+37,332
New +$843K 0.07% 50

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Pinnacle Advisory Group's SCHE Position: Q1 2021 in Review

Pinnacle Advisory Group increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 5.6% in Q1 2021, buying an estimated $91.8K and bringing the position to 53,037 shares worth $1.69M. The position accounts for 0.08% of the portfolio, ranked #86.

Pinnacle Advisory Group first reported a position in SCHE in Q3 2016 and has held it in 19 quarters since. 668 funds tracked by Wall St. Rank hold SCHE as of Q1 2021.

  • Pinnacle Advisory Group held 53,037 shares of Schwab Emerging Markets Equity ETF worth $1.69M as of Q1 2021.
  • Pinnacle Advisory Group bought 2,820 Schwab Emerging Markets Equity ETF shares in Q1 2021, an estimated $91.8K.
  • Schwab Emerging Markets Equity ETF made up 0.08% of Pinnacle Advisory Group's portfolio in Q1 2021, its #86 holding.
  • Pinnacle Advisory Group first reported a position in Schwab Emerging Markets Equity ETF in Q3 2016 and has held it in 19 quarters since.
  • 668 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.