Pinnacle Family Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-28,952	Closed	-$750K	–	74
2018 Q2	$750K	Buy	28,952 +5,054	+21%	+$139K	0.4%	46
2018 Q1	$686K	Sell	23,898 -10,317	-30%	-$302K	0.39%	42
2017 Q4	$956K	Sell	34,215 -25,430	-43%	-$701K	0.44%	45
2017 Q3	$1.6M	Buy	59,645 +15,048	+34%	+$398K	0.75%	33
2017 Q2	$1.11M	Buy	+44,597	New	+$1.1M	0.62%	34
2017 Q1	–	Sell	-86,548	Closed	-$1.86M	–	72
2016 Q4	$1.86M	Buy	+86,548	New	+$1.94M	1.14%	28

Other funds holding SCHE

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

Financial Engines Advisors

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Emery Howard Portfolio Management Burlingame, California $773M AUM 18.85% 1-Year Est. Return

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return