Pinnacle Bancorp’s Schwab US Broad Market ETF SCHB Stock Holding History

Pinnacle Bancorp’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$735K	Hold	25,092	–	–	0.2%	92
2026 Q2	$727K	Hold	25,092	–	–	0.19%	95
2026 Q1	$630K	Hold	25,092	–	–	0.19%	100
2025 Q4	$658K	Hold	25,092	–	–	0.19%	97
2025 Q3	$645K	Sell	25,092 -340	-1%	-$8.42K	0.19%	99
2025 Q2	$606K	Hold	25,432	–	–	0.19%	101
2025 Q1	$548K	Buy	25,432 +10,807	+74%	+$246K	0.18%	107
2024 Q4	$332K	Hold	14,625	–	–	0.11%	155
2024 Q3	$324K	Hold	14,625	–	–	0.09%	161
2024 Q2	$306K	Sell	14,625 -4,155	-22%	-$84.2K	0.09%	158
2024 Q1	$382K	Hold	18,780	–	–	0.11%	124
2023 Q4	$348K	Hold	18,780	–	–	0.11%	127
2023 Q3	$312K	Hold	18,780	–	–	0.11%	133
2023 Q2	$324K	Hold	18,780	–	–	0.11%	137
2023 Q1	$300K	Hold	18,780	–	–	0.11%	138
2022 Q4	$281K	Hold	18,780	–	–	0.11%	139
2022 Q3	$263K	Hold	18,780	–	–	0.11%	134
2022 Q2	$277K	Hold	18,780	–	–	0.11%	125
2022 Q1	$334K	Hold	18,780	–	–	0.12%	120
2021 Q4	$354K	Hold	18,780	–	–	0.13%	121
2021 Q3	$325K	Hold	18,780	–	–	0.13%	124
2021 Q2	$326K	Hold	18,780	–	–	0.15%	117
2021 Q1	$303K	Hold	18,780	–	–	0.15%	120
2020 Q4	$285K	Hold	18,780	–	–	0.18%	113
2020 Q3	$249K	Hold	18,780	–	–	0.18%	112
2020 Q2	$230K	Buy	+18,780	New	+$216K	0.17%	119

Other funds holding SCHB

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Hanson & Doremus Investment Management Burlington, Vermont $982M AUM 23.83% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Morton Brown Family Wealth Allentown, Pennsylvania $450M AUM 12.2% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Pinnacle Bancorp's SCHB Position: Q3 2026 in Review

Pinnacle Bancorp held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 25,092 shares worth $735K. The position accounts for 0.2% of the portfolio, ranked #92.

Pinnacle Bancorp first reported a position in SCHB in Q2 2020 and has held it in 26 quarters since. 498 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

Pinnacle Bancorp held 25,092 shares of Schwab US Broad Market ETF worth $735K as of Q3 2026.
Pinnacle Bancorp left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
Schwab US Broad Market ETF made up 0.2% of Pinnacle Bancorp's portfolio in Q3 2026, its #92 holding.
Pinnacle Bancorp first reported a position in Schwab US Broad Market ETF in Q2 2020 and has held it in 26 quarters since.
498 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

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