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

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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return

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