Pinnacle Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-31,360	Closed	-$277K	–	204
2017 Q4	$277K	Sell	31,360 -22,096	-41%	-$190K	0.02%	175
2017 Q3	$441K	Sell	53,456 -38,632	-42%	-$313K	0.03%	128
2017 Q2	$727K	Sell	92,088 -10,744	-10%	-$83.7K	0.05%	89
2017 Q1	$777K	Sell	102,832 -159,600	-61%	-$1.18M	0.05%	83
2016 Q4	$1.83M	Sell	262,432 -16,848	-6%	-$117K	0.12%	46
2016 Q3	$1.91M	Buy	+279,280	New	+$1.92M	0.16%	31

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Pinnacle Advisory Group's SCHG Position: Q1 2018 in Review

Pinnacle Advisory Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2018, closing a stake of 31,360 shares — an estimated $277K sold.

Pinnacle Advisory Group first reported a position in SCHG in Q3 2016 and held it in 6 quarters. The position peaked at $1.91M in Q3 2016. 330 funds tracked by Wall St. Rank hold SCHG as of Q1 2018.

Pinnacle Advisory Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
Pinnacle Advisory Group sold 31,360 Schwab US Large-Cap Growth ETF shares in Q1 2018, an estimated $277K.
Pinnacle Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2016 and held it in 6 quarters.
Pinnacle Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $1.91M in Q3 2016.
330 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2018.

Based on Pinnacle Advisory Group's 13F filing for Q1 2018, filed 17 Apr 2018.