Pinnacle Wealth Management Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$488K	Sell	14,423 -960	-6%	-$31.8K	0.03%	294
2026 Q1	$448K	Sell	15,383 -24	-0.2%	-$746	0.03%	296
2025 Q4	$503K	Hold	15,407	–	–	0.03%	270
2025 Q3	$492K	Hold	15,407	–	–	0.04%	233
2025 Q2	$450K	Buy	+15,407	New	+$407K	0.04%	231

Other funds holding SCHG

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SCHG Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.2% in Q2 2026, selling an estimated $31.8K and leaving 14,423 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #294.

Pinnacle Wealth Management Advisory Group first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $503K in Q4 2025. 1,675 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 14,423 shares of Schwab US Large-Cap Growth ETF worth $488K as of Q2 2026.
Pinnacle Wealth Management Advisory Group sold 960 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $31.8K.
Schwab US Large-Cap Growth ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #294 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Pinnacle Wealth Management Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $503K in Q4 2025.
1,675 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.