Pinnacle Family Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
73,718
-6,542
| -8% | -$160K | 0.88% | 27 |
|
|
2025
Q1 | $1.77M | Buy |
80,260
+5,018
| +7% | +$111K | 0.96% | 31 |
|
|
2024
Q4 | $1.74M | Buy |
75,242
+2,882
| +4% | +$66.8K | 0.84% | 29 |
|
|
2024
Q3 | $1.64M | Sell |
72,360
-4,362
| -6% | -$98.7K | 0.85% | 36 |
|
|
2024
Q2 | $1.64M | Buy |
76,722
+13,143
| +21% | +$281K | 0.91% | 25 |
|
|
2024
Q1 | $1.32M | Buy |
63,579
+10,836
| +21% | +$224K | 0.7% | 32 |
|
|
2023
Q4 | $992K | Buy |
52,743
+13,515
| +34% | +$254K | 0.58% | 33 |
|
|
2023
Q3 | $662K | Sell |
39,228
-22,194
| -36% | -$374K | 0.38% | 44 |
|
|
2023
Q2 | $1.07M | Buy |
61,422
+29,724
| +94% | +$519K | 0.58% | 29 |
|
|
2023
Q1 | $511K | Buy |
31,698
+14,685
| +86% | +$237K | 0.31% | 59 |
|
|
2022
Q4 | $256K | Buy |
+17,013
| New | +$256K | 0.18% | 80 |
|
|
2022
Q3 | – | Sell |
-33,435
| Closed | -$498K | – | 88 |
|
|
2022
Q2 | $498K | Sell |
33,435
-5,904
| -15% | -$87.9K | 0.41% | 50 |
|
|
2022
Q1 | $706K | Sell |
39,339
-717
| -2% | -$12.9K | 0.38% | 47 |
|
|
2021
Q4 | $760K | Buy |
40,056
+2,490
| +7% | +$47.2K | 0.34% | 49 |
|
|
2021
Q3 | $651K | Buy |
37,566
+21,648
| +136% | +$375K | 0.29% | 57 |
|
|
2021
Q2 | $276K | Sell |
15,918
-174
| -1% | -$3.02K | 0.12% | 105 |
|
|
2021
Q1 | $258K | Sell |
16,092
-6,330
| -28% | -$101K | 0.14% | 104 |
|
|
2020
Q4 | $340K | Sell |
22,422
-246
| -1% | -$3.73K | 0.21% | 83 |
|
|
2020
Q3 | $305K | Buy |
22,668
+3,090
| +16% | +$41.6K | 0.21% | 51 |
|
|
2020
Q2 | $242K | Sell |
19,578
-43,722
| -69% | -$540K | 0.21% | 59 |
|
|
2020
Q1 | $646K | Sell |
63,300
-67,770
| -52% | -$692K | 0.78% | 27 |
|
|
2019
Q4 | $1.68M | Buy |
131,070
+378
| +0.3% | +$4.84K | 1.51% | 20 |
|
|
2019
Q3 | $1.55M | Sell |
130,692
-32,688
| -20% | -$386K | 1.36% | 18 |
|
|
2019
Q2 | $1.91M | Sell |
163,380
-570
| -0.3% | -$6.67K | 1.58% | 17 |
|
|
2019
Q1 | $1.85M | Sell |
163,950
-213,060
| -57% | -$2.4M | 1.64% | 18 |
|
|
2018
Q4 | $3.75M | Buy |
377,010
+329,676
| +696% | +$3.28M | 2.52% | 11 |
|
|
2018
Q3 | $549K | Sell |
47,334
-359,418
| -88% | -$4.17M | 0.29% | 43 |
|
|
2018
Q2 | $4.41M | Sell |
406,752
-95,700
| -19% | -$1.04M | 2.34% | 15 |
|
|
2018
Q1 | $5.28M | Buy |
+502,452
| New | +$5.28M | 3.01% | 13 |
|
|
2017
Q4 | – | Sell |
-167,718
| Closed | -$1.68M | – | 81 |
|
|
2017
Q3 | $1.68M | Buy |
167,718
+53,688
| +47% | +$537K | 0.79% | 31 |
|
|
2017
Q2 | $1.1M | Buy |
+114,030
| New | +$1.1M | 0.61% | 35 |
|
|
2017
Q1 | – | Sell |
-90,882
| Closed | -$806K | – | 74 |
|
|
2016
Q4 | $806K | Buy |
+90,882
| New | +$806K | 0.49% | 42 |
|