PB
Pinnacle Bancorp’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Hold |
25,432
| – | – | 0.19% | 101 |
|
|
2025
Q1 | $548K | Buy |
25,432
+10,807
| +74% | +$233K | 0.18% | 107 |
|
|
2024
Q4 | $332K | Buy |
14,625
+9,750
| +200% | +$221K | 0.11% | 155 |
|
|
2024
Q3 | $324K | Hold |
4,875
| – | – | 0.09% | 161 |
|
|
2024
Q2 | $306K | Sell |
4,875
-1,385
| -22% | -$87.1K | 0.09% | 158 |
|
|
2024
Q1 | $382K | Hold |
6,260
| – | – | 0.11% | 124 |
|
|
2023
Q4 | $348K | Hold |
6,260
| – | – | 0.11% | 127 |
|
|
2023
Q3 | $312K | Hold |
6,260
| – | – | 0.11% | 133 |
|
|
2023
Q2 | $324K | Hold |
6,260
| – | – | 0.11% | 137 |
|
|
2023
Q1 | $300K | Hold |
6,260
| – | – | 0.11% | 138 |
|
|
2022
Q4 | $281K | Hold |
6,260
| – | – | 0.11% | 139 |
|
|
2022
Q3 | $263K | Hold |
6,260
| – | – | 0.11% | 134 |
|
|
2022
Q2 | $277K | Hold |
6,260
| – | – | 0.11% | 125 |
|
|
2022
Q1 | $334K | Buy |
6,260
+3,130
| +100% | +$167K | 0.12% | 120 |
|
|
2021
Q4 | $354K | Hold |
3,130
| – | – | 0.13% | 121 |
|
|
2021
Q3 | $325K | Hold |
3,130
| – | – | 0.13% | 124 |
|
|
2021
Q2 | $326K | Hold |
3,130
| – | – | 0.15% | 117 |
|
|
2021
Q1 | $303K | Hold |
3,130
| – | – | 0.15% | 120 |
|
|
2020
Q4 | $285K | Hold |
3,130
| – | – | 0.18% | 113 |
|
|
2020
Q3 | $249K | Hold |
3,130
| – | – | 0.18% | 112 |
|
|
2020
Q2 | $230K | Buy |
+3,130
| New | +$230K | 0.17% | 119 |
|