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Pinnacle Family Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Pinnacle Family Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11M Sell
38,360
-50
-0.1% -$1.4K 0.47% 40
2026
Q1 		$964K Sell
38,410
-6,745
-15% -$177K 0.45% 45
2025
Q4 		$1.18M Sell
45,155
-5,374
-11% -$140K 0.52% 40
2025
Q3 		$1.3M Sell
50,529
-1,246
-2% -$30.8K 0.57% 34
2025
Q2 		$1.23M Sell
51,775
-149,894
-74% -$3.3M 0.6% 36
2025
Q1 		$4.34M Buy
201,669
+1,775
+0.9% +$40.4K 2.36% 10
2024
Q4 		$4.54M Buy
199,894
+13,345
+7% +$305K 2.2% 11
2024
Q3 		$4.14M Sell
186,549
-11,916
-6% -$254K 2.14% 11
2024
Q2 		$4.16M Sell
198,465
-8,586
-4% -$174K 2.3% 10
2024
Q1 		$4.21M Buy
207,051
+144,078
+229% +$2.79M 2.25% 15
2023
Q4 		$1.17M Buy
62,973
+13,956
+28% +$241K 0.69% 28
2023
Q3 		$814K Sell
49,017
-22,104
-31% -$383K 0.47% 32
2023
Q2 		$1.23M Buy
71,121
+29,685
+72% +$484K 0.66% 26
2023
Q1 		$661K Buy
41,436
+14,799
+56% +$231K 0.4% 50
2022
Q4 		$398K Buy
26,637
+4,029
+18% +$60.6K 0.28% 61
2022
Q3 		$316K Sell
22,608
-20,655
-48% -$321K 0.27% 62
2022
Q2 		$637K Sell
43,263
-4,026
-9% -$64.6K 0.52% 42
2022
Q1 		$842K Sell
47,289
-7,539
-14% -$132K 0.45% 35
2021
Q4 		$1.03M Buy
54,828
+2,670
+5% +$49.1K 0.47% 39
2021
Q3 		$903K Buy
52,158
+18,600
+55% +$331K 0.4% 42
2021
Q2 		$583K Sell
33,558
-342
-1% -$5.79K 0.25% 63
2021
Q1 		$546K Sell
33,900
-6,318
-16% -$99.6K 0.29% 59
2020
Q4 		$610K Buy
40,218
+1,656
+4% +$23.6K 0.37% 54
2020
Q3 		$512K Sell
38,562
-4,236
-10% -$55.7K 0.35% 44
2020
Q2 		$524K Buy
+42,798
New +$493K 0.46% 39
2020
Q1 		– Sell
-26,598
Closed -$341K – 88
2019
Q4 		$341K Buy
26,598
+3,048
+13% +$37.4K 0.31% 58
2019
Q3 		$279K Sell
23,550
-2,580
-10% -$30.5K 0.25% 61
2019
Q2 		$307K Sell
26,130
-1,806
-6% -$20.9K 0.25% 61
2019
Q1 		$317K Buy
27,936
+1,950
+8% +$21.3K 0.28% 55
2018
Q4 		$260K Sell
25,986
-4,182
-14% -$45.2K 0.17% 55
2018
Q3 		$354K Sell
30,168
-110,454
-79% -$1.27M 0.19% 54
2018
Q2 		$1.55M Buy
140,622
+78,078
+125% +$854K 0.82% 25
2018
Q1 		$665K Buy
62,544
+12,264
+24% +$135K 0.38% 44
2017
Q4 		$541K Sell
50,280
-66
-0.1% -$692 0.25% 54
2017
Q3 		$511K Sell
50,346
-720
-1% -$7.15K 0.24% 55
2017
Q2 		$498K Buy
51,066
+1,236
+2% +$11.9K 0.28% 45
2017
Q1 		$474K Buy
49,830
+864
+2% +$8.11K 0.29% 44
2016
Q4 		$442K Buy
+48,966
New +$431K 0.27% 50

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Pinnacle Family Advisors's SCHB Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its Schwab US Broad Market ETF (SCHB) stake by 0.13% in Q2 2026, selling an estimated $1.4K and leaving 38,360 shares worth $1.11M. The position accounts for 0.47% of the portfolio, ranked #40.

Pinnacle Family Advisors first reported a position in SCHB in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.54M in Q4 2024. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Pinnacle Family Advisors held 38,360 shares of Schwab US Broad Market ETF worth $1.11M as of Q2 2026.
  • Pinnacle Family Advisors sold 50 Schwab US Broad Market ETF shares in Q2 2026, an estimated $1.4K.
  • Schwab US Broad Market ETF made up 0.47% of Pinnacle Family Advisors's portfolio in Q2 2026, its #40 holding.
  • Pinnacle Family Advisors first reported a position in Schwab US Broad Market ETF in Q4 2016 and has held it in 38 quarters since.
  • Pinnacle Family Advisors's Schwab US Broad Market ETF position peaked at $4.54M in Q4 2024.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.