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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Pinnacle Family Advisors's SCHG Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.9% in Q1 2026, selling an estimated $261K and leaving 206,605 shares worth $6.02M. The position accounts for 2.83% of the portfolio, ranked #10.

Pinnacle Family Advisors first reported a position in SCHG in Q2 2017 and has held it in 25 quarters since. The position peaked at $7.53M in Q4 2023. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Pinnacle Family Advisors held 206,605 shares of Schwab US Large-Cap Growth ETF worth $6.02M as of Q1 2026.
  • Pinnacle Family Advisors sold 8,381 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $261K.
  • Schwab US Large-Cap Growth ETF made up 2.83% of Pinnacle Family Advisors's portfolio in Q1 2026, its #10 holding.
  • Pinnacle Family Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and has held it in 25 quarters since.
  • Pinnacle Family Advisors's Schwab US Large-Cap Growth ETF position peaked at $7.53M in Q4 2023.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.