Pinnacle Wealth Management Group’s Schwab International Equity ETF SCHF Stock Holding History

Pinnacle Wealth Management Group’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-14,274	Closed	-$278K	–	111
2024 Q1	$278K	Sell	14,274 -146,240	-91%	-$2.73M	0.21%	86
2023 Q4	$2.97M	Buy	160,514 +6,050	+4%	+$105K	2.44%	11
2023 Q3	$2.62M	Buy	154,464 +17,628	+13%	+$311K	2.39%	11
2023 Q2	$2.44M	Buy	+136,836	New	+$2.43M	2.13%	12

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Pinnacle Wealth Management Group's SCHF Position: Q2 2024 in Review

Pinnacle Wealth Management Group sold out of Schwab International Equity ETF (SCHF) in Q2 2024, closing a stake of 14,274 shares — an estimated $278K sold.

Pinnacle Wealth Management Group first reported a position in SCHF in Q2 2023 and held it in 4 quarters. The position peaked at $2.97M in Q4 2023. 1,127 funds tracked by Wall St. Rank hold SCHF as of Q2 2024.

Pinnacle Wealth Management Group reported no remaining Schwab International Equity ETF position as of Q2 2024 after selling out during the quarter.
Pinnacle Wealth Management Group sold 14,274 Schwab International Equity ETF shares in Q2 2024, an estimated $278K.
Pinnacle Wealth Management Group first reported a position in Schwab International Equity ETF in Q2 2023 and held it in 4 quarters.
Pinnacle Wealth Management Group's Schwab International Equity ETF position peaked at $2.97M in Q4 2023.
1,127 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2024.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2024, filed 24 Jul 2024.