Pinnacle Bancorp’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pinnacle Bancorp’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$589K	Sell	15,981 -142	-0.9%	-$4.89K	0.15%	124
2026 Q1	$499K	Sell	16,123 -399	-2%	-$12.7K	0.15%	125
2025 Q4	$497K	Sell	16,522 -220	-1%	-$6.56K	0.15%	124
2025 Q3	$496K	Sell	16,742 -1,089	-6%	-$31.7K	0.15%	126
2025 Q2	$500K	Buy	17,831 +3,194	+22%	+$84.3K	0.15%	123
2025 Q1	$383K	Hold	14,637	–	–	0.13%	147
2024 Q4	$406K	Buy	14,637 +2,496	+21%	+$71.1K	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	+$278K	0.1%	148
2019 Q1	–	Sell	-1,257	Closed	-$20K	–	702
2018 Q4	$20K	Buy	+1,257	New	+$22K	0.01%	423

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pinnacle Bancorp's SCHM Position: Q2 2026 in Review

Pinnacle Bancorp reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.88% in Q2 2026, selling an estimated $4.89K and leaving 15,981 shares worth $589K. The position accounts for 0.15% of the portfolio, ranked #124.

Pinnacle Bancorp first reported a position in SCHM in Q4 2018 and has held it in 12 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Pinnacle Bancorp held 15,981 shares of Schwab US Mid-Cap ETF worth $589K as of Q2 2026.
Pinnacle Bancorp sold 142 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $4.89K.
Schwab US Mid-Cap ETF made up 0.15% of Pinnacle Bancorp's portfolio in Q2 2026, its #124 holding.
Pinnacle Bancorp first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 12 quarters since.
1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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