PB
Pinnacle Bancorp’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Sell |
17,344
-982
| -5% | -$20.8K | 0.11% | 155 |
|
|
2025
Q1 | $394K | Sell |
18,326
-46
| -0.3% | -$989 | 0.13% | 140 |
|
|
2024
Q4 | $387K | Sell |
18,372
-3
| -0% | -$63 | 0.13% | 136 |
|
|
2024
Q3 | $426K | Buy |
18,375
+1,508
| +9% | +$34.9K | 0.11% | 126 |
|
|
2024
Q2 | $337K | Buy |
16,867
+159
| +1% | +$3.18K | 0.1% | 145 |
|
|
2024
Q1 | $339K | Hold |
16,708
| – | – | 0.1% | 138 |
|
|
2023
Q4 | $346K | Sell |
16,708
-21,004
| -56% | -$435K | 0.11% | 130 |
|
|
2023
Q3 | $669K | Hold |
37,712
| – | – | 0.24% | 67 |
|
|
2023
Q2 | $737K | Buy |
37,712
+130
| +0.3% | +$2.54K | 0.25% | 62 |
|
|
2023
Q1 | $733K | Buy |
37,582
+3,330
| +10% | +$64.9K | 0.27% | 61 |
|
|
2022
Q4 | $661K | Buy |
34,252
+20,136
| +143% | +$389K | 0.25% | 67 |
|
|
2022
Q3 | $264K | Buy |
14,116
+6,970
| +98% | +$130K | 0.11% | 133 |
|
|
2022
Q2 | $151K | Hold |
7,146
| – | – | 0.06% | 193 |
|
|
2022
Q1 | $178K | Buy |
7,146
+4,645
| +186% | +$116K | 0.06% | 183 |
|
|
2021
Q4 | $132K | Hold |
2,501
| – | – | 0.05% | 211 |
|
|
2021
Q3 | $114K | Buy |
2,501
+338
| +16% | +$15.4K | 0.05% | 221 |
|
|
2021
Q2 | $99K | Hold |
2,163
| – | – | 0.05% | 242 |
|
|
2021
Q1 | $89K | Buy |
2,163
+90
| +4% | +$3.7K | 0.04% | 247 |
|
|
2020
Q4 | $79K | Buy |
2,073
+76
| +4% | +$2.9K | 0.05% | 263 |
|
|
2020
Q3 | $71K | Sell |
1,997
-473
| -19% | -$16.8K | 0.05% | 260 |
|
|
2020
Q2 | $87K | Buy |
2,470
+951
| +63% | +$33.5K | 0.06% | 219 |
|
|
2020
Q1 | $50K | Buy |
1,519
+1,071
| +239% | +$35.3K | 0.04% | 261 |
|
|
2019
Q4 | $21K | Hold |
448
| – | – | 0.01% | 431 |
|
|
2019
Q3 | $21K | Sell |
448
-265
| -37% | -$12.4K | 0.01% | 434 |
|
|
2019
Q2 | $32K | Hold |
713
| – | – | 0.02% | 373 |
|
|
2019
Q1 | $32K | Sell |
713
-448
| -39% | -$20.1K | 0.02% | 366 |
|
|
2018
Q4 | $45K | Buy |
+1,161
| New | +$45K | 0.03% | 303 |
|
|
2017
Q1 | $5K | Buy |
+120
| New | +$5K | ﹤0.01% | 566 |
|