Pinnacle Bancorp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Pinnacle Bancorp’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,446	Closed	-$35K	–	811
2022 Q4	$35K	Hold	1,446	–	–	0.01%	391
2022 Q3	$35K	Hold	1,446	–	–	0.02%	372
2022 Q2	$36K	Hold	1,446	–	–	0.01%	371
2022 Q1	$36K	Hold	1,446	–	–	0.01%	391
2021 Q4	$37K	Hold	1,446	–	–	0.01%	392
2021 Q3	$37K	Sell	1,446 -152	-10%	-$3.9K	0.01%	387
2021 Q2	$41K	Hold	1,598	–	–	0.02%	387
2021 Q1	$41K	Sell	1,598 -208	-12%	-$5.34K	0.02%	378
2020 Q4	$46K	Buy	1,806 +472	+35%	+$12.1K	0.03%	336
2020 Q3	$34K	Hold	1,334	–	–	0.02%	364
2020 Q2	$34K	Sell	1,334 -940	-41%	-$24.3K	0.03%	341
2020 Q1	$59K	Sell	2,274 -1,014	-31%	-$25.8K	0.05%	241
2019 Q4	$83K	Buy	3,288 +568	+21%	+$14.4K	0.06%	232
2019 Q3	$69K	Buy	2,720 +54	+2%	+$1.36K	0.04%	256
2019 Q2	$67K	Sell	2,666 -8,470	-76%	-$213K	0.04%	259
2019 Q1	$279K	Sell	11,136 -3,310	-23%	-$82.7K	0.16%	95
2018 Q4	$360K	Buy	+14,446	New	+$358K	0.22%	70
2017 Q1	$345K	Buy	+13,678	New	+$345K	0.24%	69

Other funds holding SCHO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

PSP

Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return

Pinnacle Bancorp's SCHO Position: Q1 2023 in Review

Pinnacle Bancorp sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q1 2023, closing a stake of 1,446 shares — an estimated $35K sold.

Pinnacle Bancorp first reported a position in SCHO in Q1 2017 and held it in 18 quarters. The position peaked at $360K in Q4 2018. 571 funds tracked by Wall St. Rank hold SCHO as of Q1 2023.

Pinnacle Bancorp reported no remaining Schwab Short-Term US Treasury ETF position as of Q1 2023 after selling out during the quarter.
Pinnacle Bancorp sold 1,446 Schwab Short-Term US Treasury ETF shares in Q1 2023, an estimated $35K.
Pinnacle Bancorp first reported a position in Schwab Short-Term US Treasury ETF in Q1 2017 and held it in 18 quarters.
Pinnacle Bancorp's Schwab Short-Term US Treasury ETF position peaked at $360K in Q4 2018.
571 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2023.

Based on Pinnacle Bancorp's 13F filing for Q1 2023, filed 14 Apr 2023.