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

Pinnacle Wealth Management Advisory Group’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
2026
Q2 		– Sell
-9,278
Closed -$238K – 603
2026
Q1 		$238K Hold
9,278
– – 0.02% 473
2025
Q4 		$250K Sell
9,278
-100
-1% -$2.67K 0.02% 449
2025
Q3 		$247K Sell
9,378
-500
-5% -$12.7K 0.02% 347
2025
Q2 		$241K Sell
9,878
-987
-9% -$22.3K 0.02% 331
2025
Q1 		$240K Buy
+10,865
New +$253K 0.02% 310
2024
Q3 		– Sell
-10,689
Closed -$229K – 369
2024
Q2 		$229K Buy
+10,689
New +$221K 0.02% 311
2024
Q1 		– Sell
-13,782
Closed -$259K – 359
2023
Q4 		$259K Buy
13,782
+18
+0.1% +$316 0.03% 277
2023
Q3 		$232K Buy
13,764
+18
+0.1% +$316 0.03% 276
2023
Q2 		$240K Buy
13,746
+336
+3% +$5.55K 0.03% 279
2023
Q1 		$216K Buy
+13,410
New +$211K 0.03% 284

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Pinnacle Wealth Management Advisory Group sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 9,278 shares — an estimated $238K sold.

Pinnacle Wealth Management Advisory Group first reported a position in SCHX in Q1 2023 and held it in 10 quarters. The position peaked at $259K in Q4 2023. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 9,278 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $238K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Schwab US Large- Cap ETF in Q1 2023 and held it in 10 quarters.
  • Pinnacle Wealth Management Advisory Group's Schwab US Large- Cap ETF position peaked at $259K in Q4 2023.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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