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Pinnacle Bancorp’s Schwab US REIT ETF SCHH Stock Holding History

Pinnacle Bancorp’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$408K Sell
17,228
-68
-0.4% -$1.58K 0.11% 165
2026
Q1 		$372K Sell
17,296
-114
-0.7% -$2.5K 0.11% 161
2025
Q4 		$364K Hold
17,410
– – 0.11% 155
2025
Q3 		$376K Buy
17,410
+66
+0.4% +$1.41K 0.11% 153
2025
Q2 		$367K Sell
17,344
-982
-5% -$20.6K 0.11% 155
2025
Q1 		$394K Sell
18,326
-46
-0.3% -$983 0.13% 140
2024
Q4 		$387K Sell
18,372
-3
-0% -$67 0.13% 136
2024
Q3 		$426K Buy
18,375
+1,508
+9% +$33K 0.11% 126
2024
Q2 		$337K Buy
16,867
+159
+1% +$3.1K 0.1% 145
2024
Q1 		$339K Hold
16,708
– – 0.1% 138
2023
Q4 		$346K Sell
16,708
-21,004
-56% -$390K 0.11% 130
2023
Q3 		$669K Hold
37,712
– – 0.24% 67
2023
Q2 		$737K Buy
37,712
+130
+0.3% +$2.49K 0.25% 62
2023
Q1 		$733K Buy
37,582
+3,330
+10% +$66.7K 0.27% 61
2022
Q4 		$661K Buy
34,252
+20,136
+143% +$388K 0.25% 67
2022
Q3 		$264K Buy
14,116
+6,970
+98% +$151K 0.11% 133
2022
Q2 		$151K Hold
7,146
– – 0.06% 193
2022
Q1 		$178K Buy
7,146
+2,144
+43% +$51.7K 0.06% 183
2021
Q4 		$132K Hold
5,002
– – 0.05% 211
2021
Q3 		$114K Buy
5,002
+676
+16% +$16.1K 0.05% 221
2021
Q2 		$99K Hold
4,326
– – 0.05% 242
2021
Q1 		$89K Buy
4,326
+180
+4% +$3.52K 0.04% 247
2020
Q4 		$79K Buy
4,146
+152
+4% +$2.81K 0.05% 263
2020
Q3 		$71K Sell
3,994
-946
-19% -$17K 0.05% 260
2020
Q2 		$87K Buy
4,940
+1,902
+63% +$33K 0.06% 219
2020
Q1 		$50K Buy
3,038
+2,142
+239% +$45.7K 0.04% 261
2019
Q4 		$21K Hold
896
– – 0.01% 431
2019
Q3 		$21K Sell
896
-530
-37% -$12.2K 0.01% 434
2019
Q2 		$32K Hold
1,426
– – 0.02% 373
2019
Q1 		$32K Sell
1,426
-896
-39% -$19K 0.02% 366
2018
Q4 		$45K Buy
+2,322
New +$47.4K 0.03% 303
2017
Q1 		$5K Buy
+240
New +$4.92K ﹤0.01% 566

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Pinnacle Bancorp's SCHH Position: Q2 2026 in Review

Pinnacle Bancorp reduced its Schwab US REIT ETF (SCHH) stake by 0.39% in Q2 2026, selling an estimated $1.58K and leaving 17,228 shares worth $408K. The position accounts for 0.11% of the portfolio, ranked #165.

Pinnacle Bancorp first reported a position in SCHH in Q1 2017 and has held it in 32 quarters since. The position peaked at $737K in Q2 2023. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Pinnacle Bancorp held 17,228 shares of Schwab US REIT ETF worth $408K as of Q2 2026.
  • Pinnacle Bancorp sold 68 Schwab US REIT ETF shares in Q2 2026, an estimated $1.58K.
  • Schwab US REIT ETF made up 0.11% of Pinnacle Bancorp's portfolio in Q2 2026, its #165 holding.
  • Pinnacle Bancorp first reported a position in Schwab US REIT ETF in Q1 2017 and has held it in 32 quarters since.
  • Pinnacle Bancorp's Schwab US REIT ETF position peaked at $737K in Q2 2023.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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