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

Pinnacle Holdings’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
2022 Q3	–	Sell	-1,071	Closed	-$15.9K	–	230
2022 Q2	$15.9K	Buy	+1,071	New	+$17.4K	0.01%	207

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Pinnacle Holdings's SCHX Position: Q3 2022 in Review

Pinnacle Holdings sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2022, closing a stake of 1,071 shares — an estimated $15.9K sold.

Pinnacle Holdings first reported a position in SCHX in Q2 2022 and held it in 1 quarter. The position peaked at $15.9K in Q2 2022. 959 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Pinnacle Holdings reported no remaining Schwab US Large- Cap ETF position as of Q3 2022 after selling out during the quarter.
Pinnacle Holdings sold 1,071 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $15.9K.
Pinnacle Holdings first reported a position in Schwab US Large- Cap ETF in Q2 2022 and held it in 1 quarter.
Pinnacle Holdings's Schwab US Large- Cap ETF position peaked at $15.9K in Q2 2022.
959 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Pinnacle Holdings's 13F filing for Q3 2022, filed 14 Nov 2022.