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

Pinnacle Wealth Planning Services’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	$315K	Buy	9,294 +304	+3%	+$10.1K	0.03%	350
2026 Q1	$262K	Hold	8,990	–	–	0.03%	381
2025 Q4	$293K	Buy	8,990 +584	+7%	+$19K	0.03%	335
2025 Q3	$268K	Sell	8,406 -4,249	-34%	-$129K	0.03%	360
2025 Q2	$370K	Buy	+12,655	New	+$335K	0.05%	251

Other funds holding SCHG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 Planning Services's SCHG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.4% in Q2 2026, buying an estimated $10.1K and bringing the position to 9,294 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #350.

Pinnacle Wealth Planning Services first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $370K in Q2 2025. 1,668 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Pinnacle Wealth Planning Services held 9,294 shares of Schwab US Large-Cap Growth ETF worth $315K as of Q2 2026.
Pinnacle Wealth Planning Services bought 304 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $10.1K.
Schwab US Large-Cap Growth ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #350 holding.
Pinnacle Wealth Planning Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Schwab US Large-Cap Growth ETF position peaked at $370K in Q2 2025.
1,668 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.