Pinnacle Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$6.98M	Buy	281,436 +9,204	+3%	+$223K	0.32%	48
2020 Q4	$6.19M	Sell	272,232 -93	-0%	-$1.94K	0.37%	47
2020 Q3	$5.04M	Buy	272,325 +30,171	+12%	+$559K	0.33%	43
2020 Q2	$4.25M	Buy	242,154 +8,361	+4%	+$136K	0.3%	44
2020 Q1	$3.29M	Buy	233,793 +38,994	+20%	+$714K	0.32%	38
2019 Q4	$3.91M	Buy	194,799 +16,758	+9%	+$324K	0.26%	42
2019 Q3	$3.35M	Buy	178,041 +3,078	+2%	+$58.2K	0.23%	42
2019 Q2	$3.33M	Sell	174,963 -6,435	-4%	-$120K	0.23%	45
2019 Q1	$3.35M	Buy	181,398 +2,064	+1%	+$36.9K	0.23%	41
2018 Q4	$2.87M	Buy	179,334 +10,932	+6%	+$191K	0.21%	46
2018 Q3	$3.25M	Buy	168,402 +264	+0.2%	+$5.03K	0.22%	37
2018 Q2	$3.08M	Sell	168,138 -5,835	-3%	-$106K	0.19%	39
2018 Q1	$3.07M	Buy	173,973 +11,148	+7%	+$200K	0.18%	39
2017 Q4	$2.89M	Buy	162,825 +14,880	+10%	+$257K	0.17%	43
2017 Q3	$2.47M	Buy	147,945 +16,098	+12%	+$262K	0.15%	42
2017 Q2	$2.12M	Buy	131,847 +2,895	+2%	+$46K	0.13%	49
2017 Q1	$2.03M	Buy	128,952 +60,252	+88%	+$939K	0.13%	47
2016 Q4	$1.03M	Buy	+68,700	New	+$1.01M	0.07%	68
2016 Q3	–	Sell	-25,833	Closed	-$361K	–	144
2016 Q2	$361K	Buy	+25,833	New	+$356K	0.03%	88

Other funds holding SCHM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Pinnacle Advisory Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 3.4% in Q1 2021, buying an estimated $223K and bringing the position to 281,436 shares worth $6.98M. The position accounts for 0.32% of the portfolio, ranked #48.

Pinnacle Advisory Group first reported a position in SCHM in Q2 2016 and has held it in 19 quarters since. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

Pinnacle Advisory Group held 281,436 shares of Schwab US Mid-Cap ETF worth $6.98M as of Q1 2021.
Pinnacle Advisory Group bought 9,204 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $223K.
Schwab US Mid-Cap ETF made up 0.32% of Pinnacle Advisory Group's portfolio in Q1 2021, its #48 holding.
Pinnacle Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q2 2016 and has held it in 19 quarters since.
668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

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