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Schwab Strategic Tr shares owned by Pinnacle Family Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SGVT) shares owned by Pinnacle Family Advisors from 13F filings

Historical chart of Pinnacle Family Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Pinnacle Family Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Pinnacle Family Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $401k 4.0k 100.62

More positions owned by Pinnacle Family Advisors

Tidal Trust Ii Pinnacle Focused (FCUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
O'reilly Automotive (ORLY)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Tesla Motors (TSLA)

View all positions for Pinnacle Family Advisors

Top funds holding Schwab Strategic Tr

Encompass More Asset Management
Susquehanna International
Savant Capital Management
We Are One Seven
Holistic Planning
Crumly & Associates
Luken Investment Analytics
Spinnaker Investment Group
McAdam
Able Wealth Management
Mercer Global Advisors
Golden State Equity Partners
Roman Butler Fullerton & Co
Foundations Investment Advisors
Pinnacle Family Advisors

View all funds holding Schwab Strategic Tr