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Pinnacle Bancorp’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pinnacle Bancorp’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$352K Buy
10,391
+1,936
+23% +$64.2K 0.09% 180
2026
Q1 		$246K Hold
8,455
– – 0.07% 210
2025
Q4 		$276K Buy
8,455
+305
+4% +$9.92K 0.08% 191
2025
Q3 		$260K Sell
8,150
-3,418
-30% -$104K 0.08% 207
2025
Q2 		$338K Buy
11,568
+36
+0.3% +$952 0.1% 164
2025
Q1 		$289K Buy
11,532
+762
+7% +$20.9K 0.09% 171
2024
Q4 		$300K Buy
10,770
+1,326
+14% +$36.3K 0.1% 168
2024
Q3 		$246K Buy
9,444
+8
+0.1% +$201 0.07% 194
2024
Q2 		$238K Buy
9,436
+1,624
+21% +$38.3K 0.07% 181
2024
Q1 		$181K Sell
7,812
-824
-10% -$18.2K 0.05% 215
2023
Q4 		$179K Buy
8,636
+2,000
+30% +$38.7K 0.06% 205
2023
Q3 		$121K Sell
6,636
-136
-2% -$2.56K 0.04% 236
2023
Q2 		$127K Sell
6,772
-1,264
-16% -$21.7K 0.04% 235
2023
Q1 		$131K Hold
8,036
– – 0.05% 224
2022
Q4 		$112K Buy
8,036
+236
+3% +$3.39K 0.04% 233
2022
Q3 		$109K Sell
7,800
-136
-2% -$2.13K 0.05% 222
2022
Q2 		$115K Sell
7,936
-520
-6% -$8.31K 0.05% 212
2022
Q1 		$158K Sell
8,456
-1,296
-13% -$23.6K 0.05% 199
2021
Q4 		$200K Hold
9,752
– – 0.07% 173
2021
Q3 		$181K Buy
9,752
+136
+1% +$2.59K 0.07% 173
2021
Q2 		$175K Hold
9,616
– – 0.08% 173
2021
Q1 		$156K Sell
9,616
-504
-5% -$8.2K 0.08% 175
2020
Q4 		$162K Buy
10,120
+1,984
+24% +$30.1K 0.1% 169
2020
Q3 		$117K Buy
8,136
+3,512
+76% +$49K 0.08% 183
2020
Q2 		$59K Buy
4,624
+1,592
+53% +$18.6K 0.04% 271
2020
Q1 		$30K Buy
+3,032
New +$34.6K 0.03% 337
2019
Q1 		– Sell
-664
Closed -$6K – 701
2018
Q4 		$6K Buy
+664
New +$6.18K ﹤0.01% 625

Other funds holding SCHG

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pinnacle Bancorp's SCHG Position: Q2 2026 in Review

Pinnacle Bancorp increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 23% in Q2 2026, buying an estimated $64.2K and bringing the position to 10,391 shares worth $352K. The position accounts for 0.09% of the portfolio, ranked #180.

Pinnacle Bancorp first reported a position in SCHG in Q4 2018 and has held it in 27 quarters since. 1,663 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Pinnacle Bancorp held 10,391 shares of Schwab US Large-Cap Growth ETF worth $352K as of Q2 2026.
  • Pinnacle Bancorp bought 1,936 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $64.2K.
  • Schwab US Large-Cap Growth ETF made up 0.09% of Pinnacle Bancorp's portfolio in Q2 2026, its #180 holding.
  • Pinnacle Bancorp first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • 1,663 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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