PFA
Pinnacle Family Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13M | Buy |
210,016
+35,278
| +20% | +$1.03M | 2.98% | 7 |
|
|
2025
Q1 | $4.38M | Sell |
174,738
-52,552
| -23% | -$1.32M | 2.38% | 9 |
|
|
2024
Q4 | $6.33M | Buy |
227,290
+170,419
| +300% | +$4.75M | 3.07% | 6 |
|
|
2024
Q3 | $5.92M | Sell |
56,871
-492
| -0.9% | -$51.3K | 3.07% | 6 |
|
|
2024
Q2 | $5.78M | Sell |
57,363
-10,938
| -16% | -$1.1M | 3.2% | 6 |
|
|
2024
Q1 | $6.33M | Sell |
68,301
-22,468
| -25% | -$2.08M | 3.38% | 7 |
|
|
2023
Q4 | $7.53M | Buy |
90,769
+2,154
| +2% | +$179K | 4.43% | 5 |
|
|
2023
Q3 | $6.44M | Buy |
88,615
+11,855
| +15% | +$862K | 3.69% | 8 |
|
|
2023
Q2 | $5.75M | Buy |
76,760
+45,440
| +145% | +$3.41M | 3.1% | 7 |
|
|
2023
Q1 | $2.04M | Buy |
+31,320
| New | +$2.04M | 1.24% | 21 |
|
|
2020
Q2 | – | Sell |
-3,855
| Closed | -$307K | – | 92 |
|
|
2020
Q1 | $307K | Sell |
3,855
-7,274
| -65% | -$579K | 0.37% | 44 |
|
|
2019
Q4 | $1.03M | Sell |
11,129
-246
| -2% | -$22.9K | 0.93% | 28 |
|
|
2019
Q3 | $956K | Sell |
11,375
-4,243
| -27% | -$357K | 0.84% | 28 |
|
|
2019
Q2 | $1.3M | Sell |
15,618
-721
| -4% | -$60K | 1.08% | 25 |
|
|
2019
Q1 | $1.3M | Sell |
16,339
-10,937
| -40% | -$869K | 1.15% | 28 |
|
|
2018
Q4 | $1.88M | Sell |
27,276
-4,948
| -15% | -$341K | 1.26% | 23 |
|
|
2018
Q3 | $2.64M | Buy |
32,224
+19,584
| +155% | +$1.61M | 1.4% | 18 |
|
|
2018
Q2 | $958K | Buy |
12,640
+2,057
| +19% | +$156K | 0.51% | 33 |
|
|
2018
Q1 | $759K | Sell |
10,583
-3,613
| -25% | -$259K | 0.43% | 40 |
|
|
2017
Q4 | $1M | Sell |
14,196
-13,129
| -48% | -$929K | 0.46% | 40 |
|
|
2017
Q3 | $1.81M | Buy |
27,325
+9,749
| +55% | +$644K | 0.85% | 29 |
|
|
2017
Q2 | $1.11M | Buy |
+17,576
| New | +$1.11M | 0.62% | 33 |
|