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

Pinnacle Advisory Group’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$30.4M Buy
1,900,902
+161,304
+9% +$2.53M 1.4% 30
2020
Q4 		$26.4M Buy
1,739,598
+79,662
+5% +$1.14M 1.59% 25
2020
Q3 		$22.3M Buy
1,659,936
+110,898
+7% +$1.47M 1.48% 24
2020
Q2 		$19.1M Buy
1,549,038
+11,310
+0.7% +$132K 1.33% 26
2020
Q1 		$15.7M Buy
1,537,728
+5,580
+0.4% +$67.8K 1.51% 22
2019
Q4 		$19.6M Buy
1,532,148
+50,160
+3% +$615K 1.32% 26
2019
Q3 		$17.5M Sell
1,481,988
-8,988
-0.6% -$106K 1.22% 24
2019
Q2 		$17.4M Sell
1,490,976
-41,694
-3% -$479K 1.21% 27
2019
Q1 		$17.3M Sell
1,532,670
-15,054
-1% -$163K 1.21% 24
2018
Q4 		$15.4M Sell
1,547,724
-120,966
-7% -$1.3M 1.15% 25
2018
Q3 		$19.3M Buy
1,668,690
+60,960
+4% +$693K 1.33% 24
2018
Q2 		$17.4M Sell
1,607,730
-37,038
-2% -$399K 1.05% 27
2018
Q1 		$17.3M Buy
1,644,768
+94,320
+6% +$1.03M 1.03% 25
2017
Q4 		$16.5M Buy
1,550,448
+92,352
+6% +$957K 0.96% 24
2017
Q3 		$14.6M Buy
1,458,096
+154,938
+12% +$1.52M 0.9% 26
2017
Q2 		$12.5M Buy
1,303,158
+266,754
+26% +$2.54M 0.8% 33
2017
Q1 		$9.72M Buy
1,036,404
+446,748
+76% +$4.13M 0.64% 33
2016
Q4 		$5.23M Buy
589,656
+179,514
+44% +$1.56M 0.35% 36
2016
Q3 		$3.48M Buy
410,142
+179,964
+78% +$1.54M 0.29% 25
2016
Q2 		$1.91M Buy
230,178
+155,166
+207% +$1.28M 0.15% 35
2016
Q1 		$610K Sell
75,012
-27,390
-27% -$211K 0.06% 52
2015
Q4 		$828K Sell
102,402
-12,078
-11% -$98.5K 0.07% 42
2015
Q3 		$873K Buy
+114,480
New +$926K 0.09% 35

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

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

Pinnacle Advisory Group increased its Schwab US Large- Cap ETF (SCHX) stake by 9.3% in Q1 2021, buying an estimated $2.53M and bringing the position to 1,900,902 shares worth $30.4M. The position accounts for 1.4% of the portfolio, ranked #30.

Pinnacle Advisory Group first reported a position in SCHX in Q3 2015 and has held it in 23 quarters since. 836 funds tracked by Wall St. Rank hold SCHX as of Q1 2021.

  • Pinnacle Advisory Group held 1,900,902 shares of Schwab US Large- Cap ETF worth $30.4M as of Q1 2021.
  • Pinnacle Advisory Group bought 161,304 Schwab US Large- Cap ETF shares in Q1 2021, an estimated $2.53M.
  • Schwab US Large- Cap ETF made up 1.4% of Pinnacle Advisory Group's portfolio in Q1 2021, its #30 holding.
  • Pinnacle Advisory Group first reported a position in Schwab US Large- Cap ETF in Q3 2015 and has held it in 23 quarters since.
  • 836 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2021.

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