Pinnacle Bancorp’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pinnacle Bancorp’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$776K	Hold	24,468	–	–	0.2%	92
2026 Q1	$751K	Hold	24,468	–	–	0.22%	83
2025 Q4	$671K	Sell	24,468 -2,718	-10%	-$73.9K	0.2%	95
2025 Q3	$742K	Sell	27,186 -5,343	-16%	-$146K	0.22%	82
2025 Q2	$862K	Hold	32,529	–	–	0.27%	70
2025 Q1	$910K	Hold	32,529	–	–	0.3%	63
2024 Q4	$889K	Sell	32,529 -2,364	-7%	-$67.2K	0.29%	66
2024 Q3	$983K	Sell	34,893 -1,431	-4%	-$39K	0.26%	60
2024 Q2	$942K	Sell	36,324 -2,727	-7%	-$71K	0.28%	54
2024 Q1	$1.05M	Sell	39,051 -1,227	-3%	-$31.7K	0.31%	48
2023 Q4	$1.02M	Buy	40,278 +9,633	+31%	+$230K	0.33%	50
2023 Q3	$723K	Sell	30,645 -567	-2%	-$13.9K	0.26%	63
2023 Q2	$756K	Sell	31,212 -75	-0.2%	-$1.79K	0.26%	61
2023 Q1	$763K	Buy	31,287 +1,167	+4%	+$29.2K	0.28%	58
2022 Q4	$758K	Hold	30,120	–	–	0.29%	57
2022 Q3	$667K	Sell	30,120 -750	-2%	-$18.2K	0.29%	59
2022 Q2	$737K	Buy	30,870 +4,911	+19%	+$125K	0.3%	56
2022 Q1	$683K	Hold	25,959	–	–	0.24%	68
2021 Q4	$699K	Hold	25,959	–	–	0.25%	70
2021 Q3	$642K	Hold	25,959	–	–	0.26%	70
2021 Q2	$654K	Sell	25,959 -1,650	-6%	-$41.7K	0.3%	63
2021 Q1	$671K	Sell	27,609 -969	-3%	-$22K	0.33%	57
2020 Q4	$611K	Buy	28,578 +3,816	+15%	+$77.4K	0.38%	59
2020 Q3	$456K	Buy	24,762 +2,718	+12%	+$50K	0.32%	68
2020 Q2	$380K	Buy	22,044 +16,254	+281%	+$274K	0.28%	76
2020 Q1	$87K	Buy	5,790 +1,815	+46%	+$32.6K	0.07%	198
2019 Q4	$77K	Hold	3,975	–	–	0.05%	238
2019 Q3	$73K	Hold	3,975	–	–	0.04%	247
2019 Q2	$70K	Hold	3,975	–	–	0.04%	253
2019 Q1	$69K	Sell	3,975 -1,020	-20%	-$17.2K	0.04%	252
2018 Q4	$78K	Buy	+4,995	New	+$83.2K	0.05%	230
2017 Q1	$59K	Buy	+3,975	New	+$58.6K	0.04%	253

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Pinnacle Bancorp's SCHD Position: Q2 2026 in Review

Pinnacle Bancorp held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 24,468 shares worth $776K. The position accounts for 0.2% of the portfolio, ranked #92.

Pinnacle Bancorp first reported a position in SCHD in Q1 2017 and has held it in 32 quarters since. The position peaked at $1.05M in Q1 2024. 2,131 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Pinnacle Bancorp held 24,468 shares of Schwab US Dividend Equity ETF worth $776K as of Q2 2026.
Pinnacle Bancorp left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up 0.2% of Pinnacle Bancorp's portfolio in Q2 2026, its #92 holding.
Pinnacle Bancorp first reported a position in Schwab US Dividend Equity ETF in Q1 2017 and has held it in 32 quarters since.
Pinnacle Bancorp's Schwab US Dividend Equity ETF position peaked at $1.05M in Q1 2024.
2,131 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.