Pinnacle Family Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.15M Sell
2025
Q1
$3.86M Buy
2024
Q4
$1.97M Buy
2023
Q3
Sell
2023
Q2
$763K Buy
2023
Q1
$730K Sell
2022
Q4
$835K Buy
2019
Q3
Sell
2019
Q2
$286K Buy
2017
Q1
Sell
2016
Q4
$814K Buy