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 Q3	$334K	Hold	9,294	–	–	0.03%	323
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Pinnacle Wealth Planning Services's SCHG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 9,294 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #323.

Pinnacle Wealth Planning Services first reported a position in SCHG in Q2 2025 and has held it in 6 quarters since. The position peaked at $370K in Q2 2025. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Pinnacle Wealth Planning Services held 9,294 shares of Schwab US Large-Cap Growth ETF worth $334K as of Q3 2026.
Pinnacle Wealth Planning Services left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #323 holding.
Pinnacle Wealth Planning Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's Schwab US Large-Cap Growth ETF position peaked at $370K in Q2 2025.
1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.