Pinnacle Advisory Group’s Schwab International Equity ETF SCHF Stock Holding History

Pinnacle Advisory Group’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$8.11M	Buy	430,924 +20,056	+5%	+$374K	0.37%	47
2020 Q4	$7.4M	Sell	410,868 -6,958	-2%	-$117K	0.45%	45
2020 Q3	$6.56M	Sell	417,826 -14,994	-3%	-$236K	0.44%	41
2020 Q2	$6.44M	Sell	432,820 -4,696	-1%	-$66K	0.45%	42
2020 Q1	$5.65M	Buy	437,516 +21,336	+5%	+$328K	0.54%	35
2019 Q4	$7M	Buy	416,180 +12,182	+3%	+$200K	0.47%	39
2019 Q3	$6.44M	Buy	403,998 +8,894	+2%	+$140K	0.45%	36
2019 Q2	$6.34M	Sell	395,104 -7,446	-2%	-$118K	0.44%	37
2019 Q1	$6.3M	Buy	402,550 +25,854	+7%	+$394K	0.44%	34
2018 Q4	$5.34M	Buy	376,696 +31,392	+9%	+$480K	0.4%	34
2018 Q3	$5.79M	Buy	345,304 +7,512	+2%	+$125K	0.4%	31
2018 Q2	$5.58M	Sell	337,792 -4,826	-1%	-$82K	0.34%	30
2018 Q1	$5.78M	Buy	342,618 +29,776	+10%	+$513K	0.34%	29
2017 Q4	$5.33M	Buy	312,842 +22,484	+8%	+$382K	0.31%	31
2017 Q3	$4.86M	Buy	290,358 +12,274	+4%	+$200K	0.3%	34
2017 Q2	$4.42M	Buy	278,084 +7,936	+3%	+$123K	0.28%	39
2017 Q1	$4.04M	Buy	270,148 +52,876	+24%	+$768K	0.26%	40
2016 Q4	$3.01M	Sell	217,272 -701,340	-76%	-$9.84M	0.2%	41
2016 Q3	$25.9M	Buy	918,612 +320,842	+54%	+$4.53M	2.17%	14
2016 Q2	$15.3M	Sell	597,770 -509,994	-46%	-$6.98M	1.17%	24
2016 Q1	$15.3M	Buy	1,107,764 +491,458	+80%	+$6.38M	1.46%	18
2015 Q4	$14.8M	Buy	616,306 +26,256	+4%	+$376K	1.33%	19
2015 Q3	$14.6M	Sell	590,050 -8,396	-1%	-$123K	1.56%	18
2015 Q2	$15.4M	Buy	598,446 +528,556	+756%	+$8.3M	1.5%	22
2015 Q1	$1.06M	Buy	69,890 +34,686	+99%	+$515K	0.09%	49
2014 Q4	$508K	Buy	+35,204	New	+$530K	0.05%	83
2014 Q2	–	Sell	-23,960	Closed	-$377K	–	139
2014 Q1	$377K	Buy	23,960 +3,112	+15%	+$48.1K	0.04%	72
2013 Q4	$328K	Buy	20,848 +1,372	+7%	+$21.3K	0.04%	63
2013 Q3	$295K	Buy	19,476 +1,962	+11%	+$28.7K	0.03%	74
2013 Q2	$239K	Buy	+17,514	New	+$248K	0.03%	72

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Pinnacle Advisory Group increased its Schwab International Equity ETF (SCHF) stake by 4.9% in Q1 2021, buying an estimated $374K and bringing the position to 430,924 shares worth $8.11M. The position accounts for 0.37% of the portfolio, ranked #47.

Pinnacle Advisory Group first reported a position in SCHF in Q2 2013 and has held it in 30 quarters since. The position peaked at $25.9M in Q3 2016. 814 funds tracked by Wall St. Rank hold SCHF as of Q1 2021.

Pinnacle Advisory Group held 430,924 shares of Schwab International Equity ETF worth $8.11M as of Q1 2021.
Pinnacle Advisory Group bought 20,056 Schwab International Equity ETF shares in Q1 2021, an estimated $374K.
Schwab International Equity ETF made up 0.37% of Pinnacle Advisory Group's portfolio in Q1 2021, its #47 holding.
Pinnacle Advisory Group first reported a position in Schwab International Equity ETF in Q2 2013 and has held it in 30 quarters since.
Pinnacle Advisory Group's Schwab International Equity ETF position peaked at $25.9M in Q3 2016.
814 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2021.

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