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Pinnacle Holdings’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pinnacle Holdings’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,068
Closed -$60.2K – 255
2026
Q1 		$60.2K Buy
+2,068
New +$64.3K 0.02% 187
2025
Q3 		– Sell
-2,542
Closed -$74.3K – 252
2025
Q2 		$74.3K Buy
+2,542
New +$67.2K 0.03% 180

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pinnacle Holdings's SCHG Position: Q2 2026 in Review

Pinnacle Holdings sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026, closing a stake of 2,068 shares — an estimated $60.2K sold.

Pinnacle Holdings first reported a position in SCHG in Q2 2025 and held it in 2 quarters. The position peaked at $74.3K in Q2 2025. 1,656 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Pinnacle Holdings reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Holdings sold 2,068 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $60.2K.
  • Pinnacle Holdings first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
  • Pinnacle Holdings's Schwab US Large-Cap Growth ETF position peaked at $74.3K in Q2 2025.
  • 1,656 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.