Pinnacle Bancorp
SCHA icon

Pinnacle Bancorp’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pinnacle Bancorp’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$167K Sell
5,117
-687
-12% -$23.5K 0.04% 268
2026
Q2 		$210K Sell
5,804
-389
-6% -$12.9K 0.05% 248
2026
Q1 		$180K Sell
6,193
-528
-8% -$15.8K 0.05% 247
2025
Q4 		$191K Sell
6,721
-169
-2% -$4.77K 0.06% 241
2025
Q3 		$192K Sell
6,890
-839
-11% -$22.4K 0.06% 241
2025
Q2 		$196K Buy
7,729
+1,361
+21% +$32.2K 0.06% 230
2025
Q1 		$149K Hold
6,368
– – 0.05% 252
2024
Q4 		$165K Buy
6,368
+178
+3% +$4.74K 0.05% 242
2024
Q3 		$159K Hold
6,190
– – 0.04% 242
2024
Q2 		$147K Hold
6,190
– – 0.04% 236
2024
Q1 		$152K Sell
6,190
-206
-3% -$4.83K 0.05% 231
2023
Q4 		$151K Buy
6,396
+2,980
+87% +$62.8K 0.05% 221
2023
Q3 		$70.7K Buy
3,416
+108
+3% +$2.37K 0.03% 305
2023
Q2 		$72.4K Buy
3,308
+46
+1% +$959 0.02% 306
2023
Q1 		$68.4K Hold
3,262
– – 0.03% 314
2022
Q4 		$66K Sell
3,262
-144
-4% -$2.95K 0.03% 301
2022
Q3 		$64K Hold
3,406
– – 0.03% 286
2022
Q2 		$66K Buy
3,406
+110
+3% +$2.35K 0.03% 288
2022
Q1 		$78K Buy
3,296
+620
+23% +$14.6K 0.03% 279
2021
Q4 		$69K Hold
2,676
– – 0.02% 305
2021
Q3 		$67K Hold
2,676
– – 0.03% 301
2021
Q2 		$70K Hold
2,676
– – 0.03% 293
2021
Q1 		$67K Sell
2,676
-360
-12% -$8.85K 0.03% 289
2020
Q4 		$68K Buy
3,036
+240
+9% +$4.78K 0.04% 285
2020
Q3 		$48K Buy
+2,796
New +$48.1K 0.03% 312
2019
Q1 		– Sell
-912
Closed -$14K – 699
2018
Q4 		$14K Buy
+912
New +$15.4K 0.01% 484

Other funds holding SCHA

Wealth Enhancement Advisory Services
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Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Pinnacle Bancorp's SCHA Position: Q3 2026 in Review

Pinnacle Bancorp reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q3 2026, selling an estimated $23.5K and leaving 5,117 shares worth $167K. The position accounts for 0.04% of the portfolio, ranked #268.

Pinnacle Bancorp first reported a position in SCHA in Q4 2018 and has held it in 26 quarters since. The position peaked at $210K in Q2 2026. 439 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Pinnacle Bancorp held 5,117 shares of Schwab U.S Small- Cap ETF worth $167K as of Q3 2026.
  • Pinnacle Bancorp sold 687 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $23.5K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Pinnacle Bancorp's portfolio in Q3 2026, its #268 holding.
  • Pinnacle Bancorp first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 26 quarters since.
  • Pinnacle Bancorp's Schwab U.S Small- Cap ETF position peaked at $210K in Q2 2026.
  • 439 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.