Pinnacle Bancorp’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Buy |
17,831
+3,194
| +22% | +$89.6K | 0.15% | 123 |
|
|
2025
Q1 | $383K | Hold |
14,637
| – | – | 0.13% | 147 |
|
|
2024
Q4 | $406K | Buy |
14,637
+2,496
| +21% | +$69.2K | 0.13% | 131 |
|
|
2024
Q3 | $336K | Hold |
12,141
| – | – | 0.09% | 158 |
|
|
2024
Q2 | $315K | Hold |
12,141
| – | – | 0.09% | 154 |
|
|
2024
Q1 | $330K | Hold |
12,141
| – | – | 0.1% | 144 |
|
|
2023
Q4 | $305K | Buy |
+12,141
| New | +$305K | 0.1% | 148 |
|
|
2019
Q1 | – | Sell |
-1,257
| Closed | -$20K | – | 702 |
|
|
2018
Q4 | $20K | Buy |
+1,257
| New | +$20K | 0.01% | 423 |
|