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

Pinnacle Family Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.68M	Buy	153,518 +73,516	+92%	+$2.29M	2.2%	12
2025 Q4	$2.37M	Sell	80,002 -1,021	-1%	-$29.8K	1.04%	19
2025 Q3	$2.36M	Buy	81,023 +3,460	+4%	+$98.3K	1.03%	22
2025 Q2	$2.15M	Sell	77,563 -67,760	-47%	-$1.78M	1.04%	24
2025 Q1	$3.86M	Buy	145,323 +69,707	+92%	+$1.87M	2.1%	12
2024 Q4	$1.97M	Buy	+75,616	New	+$2.04M	0.95%	26
2023 Q3	–	Sell	-34,119	Closed	-$763K	–	101
2023 Q2	$763K	Buy	34,119 +735	+2%	+$16K	0.41%	42
2023 Q1	$730K	Sell	33,384 -4,548	-12%	-$101K	0.44%	47
2022 Q4	$835K	Buy	+37,932	New	+$821K	0.6%	37
2019 Q3	–	Sell	-15,276	Closed	-$286K	–	81
2019 Q2	$286K	Buy	+15,276	New	+$282K	0.24%	65
2017 Q1	–	Sell	-50,820	Closed	-$814K	–	73
2016 Q4	$814K	Buy	+50,820	New	+$788K	0.5%	41

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Pinnacle Family Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 92% in Q1 2026, buying an estimated $2.29M and bringing the position to 153,518 shares worth $4.68M. The position accounts for 2.2% of the portfolio, ranked #12.

Pinnacle Family Advisors first reported a position in SCHV in Q4 2016 and has held it in 11 quarters since. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

Pinnacle Family Advisors held 153,518 shares of Schwab US Large-Cap Value ETF worth $4.68M as of Q1 2026.
Pinnacle Family Advisors bought 73,516 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $2.29M.
Schwab US Large-Cap Value ETF made up 2.2% of Pinnacle Family Advisors's portfolio in Q1 2026, its #12 holding.
Pinnacle Family Advisors first reported a position in Schwab US Large-Cap Value ETF in Q4 2016 and has held it in 11 quarters since.
964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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