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

Pinnacle Family Advisors’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.74M Sell
67,958
-7,188
-10% -$193K 0.82% 26
2025
Q4 		$2.02M Sell
75,146
-3,896
-5% -$104K 0.89% 24
2025
Q3 		$2.08M Buy
79,042
+5,324
+7% +$135K 0.91% 25
2025
Q2 		$1.8M Sell
73,718
-6,542
-8% -$148K 0.88% 27
2025
Q1 		$1.77M Buy
80,260
+5,018
+7% +$117K 0.96% 31
2024
Q4 		$1.74M Buy
75,242
+2,882
+4% +$67.2K 0.84% 29
2024
Q3 		$1.64M Sell
72,360
-4,362
-6% -$95K 0.85% 36
2024
Q2 		$1.64M Buy
76,722
+13,143
+21% +$272K 0.91% 25
2024
Q1 		$1.32M Buy
63,579
+10,836
+21% +$213K 0.7% 32
2023
Q4 		$992K Buy
52,743
+13,515
+34% +$237K 0.58% 33
2023
Q3 		$662K Sell
39,228
-22,194
-36% -$389K 0.38% 44
2023
Q2 		$1.07M Buy
61,422
+29,724
+94% +$491K 0.58% 29
2023
Q1 		$511K Buy
31,698
+14,685
+86% +$231K 0.31% 59
2022
Q4 		$256K Buy
+17,013
New +$258K 0.18% 80
2022
Q3 		– Sell
-33,435
Closed -$498K – 88
2022
Q2 		$498K Sell
33,435
-5,904
-15% -$95.7K 0.41% 50
2022
Q1 		$706K Sell
39,339
-717
-2% -$12.7K 0.38% 47
2021
Q4 		$760K Buy
40,056
+2,490
+7% +$46K 0.34% 49
2021
Q3 		$651K Buy
37,566
+21,648
+136% +$386K 0.29% 57
2021
Q2 		$276K Sell
15,918
-174
-1% -$2.94K 0.12% 105
2021
Q1 		$258K Sell
16,092
-6,330
-28% -$99.2K 0.14% 104
2020
Q4 		$340K Sell
22,422
-246
-1% -$3.52K 0.21% 83
2020
Q3 		$305K Buy
22,668
+3,090
+16% +$41.1K 0.21% 51
2020
Q2 		$242K Sell
19,578
-43,722
-69% -$510K 0.21% 59
2020
Q1 		$646K Sell
63,300
-67,770
-52% -$823K 0.78% 27
2019
Q4 		$1.68M Buy
131,070
+378
+0.3% +$4.63K 1.51% 20
2019
Q3 		$1.54M Sell
130,692
-32,688
-20% -$385K 1.36% 18
2019
Q2 		$1.91M Sell
163,380
-570
-0.3% -$6.55K 1.58% 17
2019
Q1 		$1.85M Sell
163,950
-213,060
-57% -$2.31M 1.64% 18
2018
Q4 		$3.75M Buy
377,010
+329,676
+696% +$3.54M 2.52% 11
2018
Q3 		$549K Sell
47,334
-359,418
-88% -$4.09M 0.29% 43
2018
Q2 		$4.41M Sell
406,752
-95,700
-19% -$1.03M 2.34% 15
2018
Q1 		$5.28M Buy
+502,452
New +$5.46M 3.01% 13
2017
Q4 		– Sell
-167,718
Closed -$1.68M – 81
2017
Q3 		$1.68M Buy
167,718
+53,688
+47% +$527K 0.79% 31
2017
Q2 		$1.1M Buy
+114,030
New +$1.09M 0.61% 35
2017
Q1 		– Sell
-90,882
Closed -$806K – 74
2016
Q4 		$806K Buy
+90,882
New +$789K 0.49% 42

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Pinnacle Family Advisors reduced its Schwab US Large- Cap ETF (SCHX) stake by 9.6% in Q1 2026, selling an estimated $193K and leaving 67,958 shares worth $1.74M. The position accounts for 0.82% of the portfolio, ranked #26.

Pinnacle Family Advisors first reported a position in SCHX in Q4 2016 and has held it in 35 quarters since. The position peaked at $5.28M in Q1 2018. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Pinnacle Family Advisors held 67,958 shares of Schwab US Large- Cap ETF worth $1.74M as of Q1 2026.
  • Pinnacle Family Advisors sold 7,188 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $193K.
  • Schwab US Large- Cap ETF made up 0.82% of Pinnacle Family Advisors's portfolio in Q1 2026, its #26 holding.
  • Pinnacle Family Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2016 and has held it in 35 quarters since.
  • Pinnacle Family Advisors's Schwab US Large- Cap ETF position peaked at $5.28M in Q1 2018.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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