Pinnacle Family Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pinnacle Family Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-9,050	Closed	-$214K	–	113
2022 Q1	$214K	Sell	9,050 -2,918	-24%	-$68.9K	0.11%	111
2021 Q4	$306K	Sell	11,968 -84,148	-88%	-$2.18M	0.14%	84
2021 Q3	$2.4M	Buy	96,116 +8,040	+9%	+$204K	1.08%	19
2021 Q2	$2.29M	Buy	88,076 +16,864	+24%	+$431K	1%	28
2021 Q1	$1.77M	Buy	+71,212	New	+$1.75M	0.93%	31
2020 Q2	–	Sell	-37,812	Closed	-$487K	–	91
2020 Q1	$487K	Sell	37,812 -34,480	-48%	-$586K	0.59%	34
2019 Q4	$1.37M	Sell	72,292 -3,376	-4%	-$61.1K	1.23%	23
2019 Q3	$1.92M	Sell	75,668 -17,780	-19%	-$314K	1.69%	14
2019 Q2	$1.67M	Buy	93,448 +3,860	+4%	+$68.3K	1.38%	18
2019 Q1	$1.57M	Sell	89,588 -16,612	-16%	-$284K	1.39%	23
2018 Q4	$1.61M	Sell	106,200 -26,616	-20%	-$450K	1.08%	29
2018 Q3	$2.53M	Buy	+132,816	New	+$2.53M	1.34%	19
2018 Q1	–	Sell	-57,248	Closed	-$998K	–	75
2017 Q4	$998K	Buy	+57,248	New	+$980K	0.46%	41
2017 Q2	–	Sell	-98,536	Closed	-$1.55M	–	79
2017 Q1	$1.55M	Buy	98,536 +17,188	+21%	+$269K	0.96%	21
2016 Q4	$1.25M	Buy	+81,348	New	+$1.2M	0.77%	32

Other funds holding SCHA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Family Advisors's SCHA Position: Q2 2022 in Review

Pinnacle Family Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2022, closing a stake of 9,050 shares — an estimated $214K sold.

Pinnacle Family Advisors first reported a position in SCHA in Q4 2016 and held it in 15 quarters. The position peaked at $2.53M in Q3 2018. 881 funds tracked by Wall St. Rank hold SCHA as of Q2 2022.

Pinnacle Family Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2022 after selling out during the quarter.
Pinnacle Family Advisors sold 9,050 Schwab U.S Small- Cap ETF shares in Q2 2022, an estimated $214K.
Pinnacle Family Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and held it in 15 quarters.
Pinnacle Family Advisors's Schwab U.S Small- Cap ETF position peaked at $2.53M in Q3 2018.
881 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2022.

Based on Pinnacle Family Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.