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 $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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 $72.7M AUM 22.36% 1-Year Est. Return

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

Pinnacle Advisory Group sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2018, closing a stake of 30,258 shares — an estimated $551K sold.

Pinnacle Advisory Group first reported a position in SCHV in Q3 2016 and held it in 6 quarters. The position peaked at $3.62M in Q4 2016. 283 funds tracked by Wall St. Rank hold SCHV as of Q1 2018.

  • Pinnacle Advisory Group reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Pinnacle Advisory Group sold 30,258 Schwab US Large-Cap Value ETF shares in Q1 2018, an estimated $551K.
  • Pinnacle Advisory Group first reported a position in Schwab US Large-Cap Value ETF in Q3 2016 and held it in 6 quarters.
  • Pinnacle Advisory Group's Schwab US Large-Cap Value ETF position peaked at $3.62M in Q4 2016.
  • 283 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2018.

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