Schwab U S Large Cap Growth ETF shares owned by Pinnacle Family Advisors
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Pinnacle Family Advisors
from 13F filings
Historical chart of Pinnacle Family Advisors investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Pinnacle Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 217k | 31.91 |
| 2025-06-30 | $6.1M | 210k | 29.21 |
| 2025-03-31 | $4.4M | 175k | 25.04 |
| 2024-12-31 | $6.3M | 227k | 27.87 |
| 2024-09-30 | $5.9M | 57k | 104.18 |
| 2024-06-30 | $5.8M | 57k | 100.84 |
| 2024-03-31 | $6.3M | 68k | 92.72 |
| 2023-12-31 | $7.5M | 91k | 82.96 |
| 2023-09-30 | $6.4M | 89k | 72.72 |
| 2023-06-30 | $5.8M | 77k | 74.95 |
| 2023-03-31 | $2.0M | 31k | 65.17 |
| 2020-03-31 | $307k | 3.9k | 79.64 |
| 2019-12-31 | $1.0M | 11k | 92.91 |
| 2019-09-30 | $956k | 11k | 84.04 |
| 2019-06-30 | $1.3M | 16k | 83.24 |
| 2019-03-31 | $1.3M | 16k | 79.44 |
| 2018-12-31 | $1.9M | 27k | 68.93 |
| 2018-09-30 | $2.6M | 32k | 82.02 |
| 2018-06-30 | $958k | 13k | 75.79 |
| 2018-03-31 | $759k | 11k | 71.72 |
| 2017-12-31 | $1.0M | 14k | 70.72 |
| 2017-09-30 | $1.8M | 27k | 66.06 |
| 2017-06-30 | $1.1M | 18k | 63.21 |
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