PAG
SCHV

Pinnacle Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Pinnacle Advisory Group’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-30,258
Closed -$551K – 205
2017
Q4 		$551K Sell
30,258
-18,030
-37% -$321K 0.03% 127
2017
Q3 		$834K Sell
48,288
-33,024
-41% -$559K 0.05% 88
2017
Q2 		$1.36M Sell
81,312
-10,746
-12% -$179K 0.09% 60
2017
Q1 		$1.52M Sell
92,058
-133,464
-59% -$2.19M 0.1% 55
2016
Q4 		$3.62M Sell
225,522
-2,322
-1% -$36K 0.24% 39
2016
Q3 		$3.42M Buy
+227,844
New +$3.47M 0.29% 26

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return