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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
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pinnacle Bancorp's SCHA Position: Q1 2026 in Review

Pinnacle Bancorp reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 7.9% in Q1 2026, selling an estimated $15.8K and leaving 6,193 shares worth $180K. The position accounts for 0.05% of the portfolio, ranked #247.

Pinnacle Bancorp first reported a position in SCHA in Q4 2018 and has held it in 24 quarters since. The position peaked at $196K in Q2 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Pinnacle Bancorp held 6,193 shares of Schwab U.S Small- Cap ETF worth $180K as of Q1 2026.
  • Pinnacle Bancorp sold 528 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $15.8K.
  • Schwab U.S Small- Cap ETF made up 0.05% of Pinnacle Bancorp's portfolio in Q1 2026, its #247 holding.
  • Pinnacle Bancorp first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • Pinnacle Bancorp's Schwab U.S Small- Cap ETF position peaked at $196K in Q2 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.