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Pinnacle Family Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pinnacle Family Advisors’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.12M Buy
239,933
+33,328
+16% +$1.1M 3.41% 6
2026
Q1 		$6.02M Sell
206,605
-8,381
-4% -$261K 2.83% 10
2025
Q4 		$7.01M Sell
214,986
-1,531
-0.7% -$49.8K 3.09% 9
2025
Q3 		$6.91M Buy
216,517
+6,501
+3% +$198K 3.01% 8
2025
Q2 		$6.13M Buy
210,016
+35,278
+20% +$933K 2.98% 7
2025
Q1 		$4.38M Sell
174,738
-52,552
-23% -$1.44M 2.38% 9
2024
Q4 		$6.33M Sell
227,290
-194
-0.1% -$5.31K 3.07% 6
2024
Q3 		$5.92M Sell
227,484
-1,968
-0.9% -$49.5K 3.07% 6
2024
Q2 		$5.78M Sell
229,452
-43,752
-16% -$1.03M 3.2% 6
2024
Q1 		$6.33M Sell
273,204
-89,872
-25% -$1.99M 3.38% 7
2023
Q4 		$7.53M Buy
363,076
+8,616
+2% +$167K 4.43% 5
2023
Q3 		$6.44M Buy
354,460
+47,420
+15% +$893K 3.69% 8
2023
Q2 		$5.75M Buy
307,040
+181,760
+145% +$3.12M 3.1% 7
2023
Q1 		$2.04M Buy
+125,280
New +$1.9M 1.24% 21
2020
Q2 		– Sell
-30,840
Closed -$307K – 92
2020
Q1 		$307K Sell
30,840
-58,192
-65% -$664K 0.37% 44
2019
Q4 		$1.03M Sell
89,032
-1,968
-2% -$21.7K 0.93% 28
2019
Q3 		$956K Sell
91,000
-33,944
-27% -$358K 0.84% 28
2019
Q2 		$1.3M Sell
124,944
-5,768
-4% -$58.6K 1.08% 25
2019
Q1 		$1.3M Sell
130,712
-87,496
-40% -$827K 1.15% 28
2018
Q4 		$1.88M Sell
218,208
-39,584
-15% -$369K 1.26% 23
2018
Q3 		$2.64M Buy
257,792
+156,672
+155% +$1.56M 1.4% 18
2018
Q2 		$958K Buy
101,120
+16,456
+19% +$153K 0.51% 33
2018
Q1 		$759K Sell
84,664
-28,904
-25% -$266K 0.43% 40
2017
Q4 		$1M Sell
113,568
-105,032
-48% -$903K 0.46% 40
2017
Q3 		$1.8M Buy
218,600
+77,992
+55% +$633K 0.85% 29
2017
Q2 		$1.11M Buy
+140,608
New +$1.1M 0.62% 33

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Pinnacle Family Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 16% in Q2 2026, buying an estimated $1.1M and bringing the position to 239,933 shares worth $8.12M. The position accounts for 3.41% of the portfolio, ranked #6.

Pinnacle Family Advisors first reported a position in SCHG in Q2 2017 and has held it in 26 quarters since. 1,669 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Pinnacle Family Advisors held 239,933 shares of Schwab US Large-Cap Growth ETF worth $8.12M as of Q2 2026.
  • Pinnacle Family Advisors bought 33,328 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $1.1M.
  • Schwab US Large-Cap Growth ETF made up 3.41% of Pinnacle Family Advisors's portfolio in Q2 2026, its #6 holding.
  • Pinnacle Family Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and has held it in 26 quarters since.
  • 1,669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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