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

Pinnacle Wealth Advisors’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
2021 Q2	$354K	Buy	+19,424	New	+$336K	0.01%	297

Other funds holding SCHG

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

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

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pinnacle Wealth Advisors's SCHG Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2021: 19,424 shares worth $354K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings.

698 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

Pinnacle Wealth Advisors held 19,424 shares of Schwab US Large-Cap Growth ETF worth $354K as of Q2 2021.
Schwab US Large-Cap Growth ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
Schwab US Large-Cap Growth ETF made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #297 holding.
698 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.