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

CSIA

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UCFA

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

EHPM

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

LYV

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

Pinnacle Family Advisors's SCHE Position: Q3 2018 in Review

Pinnacle Family Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2018, closing a stake of 28,952 shares — an estimated $750K sold.

Pinnacle Family Advisors first reported a position in SCHE in Q4 2016 and held it in 6 quarters. The position peaked at $1.86M in Q4 2016. 432 funds tracked by Wall St. Rank hold SCHE as of Q3 2018.

Pinnacle Family Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2018 after selling out during the quarter.
Pinnacle Family Advisors sold 28,952 Schwab Emerging Markets Equity ETF shares in Q3 2018, an estimated $750K.
Pinnacle Family Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2016 and held it in 6 quarters.
Pinnacle Family Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.86M in Q4 2016.
432 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2018.

Based on Pinnacle Family Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.