PB
Pinnacle Bancorp’s Schwab US TIPS ETF SCHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $763K | Sell |
28,597
-6,506
| -19% | -$174K | 0.24% | 78 |
|
|
2025
Q1 | $944K | Sell |
35,103
-72
| -0.2% | -$1.94K | 0.31% | 59 |
|
|
2024
Q4 | $909K | Buy |
35,175
+19,683
| +127% | +$508K | 0.3% | 65 |
|
|
2024
Q3 | $831K | Buy |
15,492
+364
| +2% | +$19.5K | 0.22% | 71 |
|
|
2024
Q2 | $787K | Buy |
15,128
+190
| +1% | +$9.88K | 0.23% | 61 |
|
|
2024
Q1 | $779K | Sell |
14,938
-1,451
| -9% | -$75.7K | 0.23% | 67 |
|
|
2023
Q4 | $856K | Sell |
16,389
-963
| -6% | -$50.3K | 0.28% | 61 |
|
|
2023
Q3 | $876K | Buy |
17,352
+8,444
| +95% | +$426K | 0.31% | 53 |
|
|
2023
Q2 | $467K | Buy |
8,908
+1,194
| +15% | +$62.6K | 0.16% | 95 |
|
|
2023
Q1 | $414K | Buy |
7,714
+38
| +0.5% | +$2.04K | 0.15% | 103 |
|
|
2022
Q4 | $398K | Buy |
7,676
+3,595
| +88% | +$186K | 0.15% | 103 |
|
|
2022
Q3 | $211K | Sell |
4,081
-15,164
| -79% | -$784K | 0.09% | 165 |
|
|
2022
Q2 | $1.07M | Buy |
19,245
+3,552
| +23% | +$198K | 0.44% | 43 |
|
|
2022
Q1 | $953K | Sell |
15,693
-898
| -5% | -$54.5K | 0.33% | 52 |
|
|
2021
Q4 | $1.04M | Buy |
16,591
+1,919
| +13% | +$121K | 0.37% | 49 |
|
|
2021
Q3 | $918K | Buy |
14,672
+3,009
| +26% | +$188K | 0.37% | 53 |
|
|
2021
Q2 | $729K | Buy |
11,663
+334
| +3% | +$20.9K | 0.33% | 58 |
|
|
2021
Q1 | $693K | Buy |
11,329
+748
| +7% | +$45.8K | 0.34% | 55 |
|
|
2020
Q4 | $657K | Buy |
10,581
+2,145
| +25% | +$133K | 0.4% | 55 |
|
|
2020
Q3 | $520K | Sell |
8,436
-670
| -7% | -$41.3K | 0.37% | 60 |
|
|
2020
Q2 | $547K | Buy |
9,106
+510
| +6% | +$30.6K | 0.41% | 55 |
|
|
2020
Q1 | $494K | Buy |
+8,596
| New | +$494K | 0.42% | 49 |
|