Pinnacle Bancorp
SCHP icon

Pinnacle Bancorp’s Schwab US TIPS ETF SCHP Stock Holding History

Pinnacle Bancorp’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$384K Sell
15,288
-10,970
-42% -$284K 0.1% 167
2026
Q2 		$696K Hold
26,258
– – 0.18% 103
2026
Q1 		$699K Hold
26,258
– – 0.21% 91
2025
Q4 		$696K Sell
26,258
-1,484
-5% -$39.8K 0.2% 92
2025
Q3 		$748K Sell
27,742
-855
-3% -$22.9K 0.22% 81
2025
Q2 		$763K Sell
28,597
-6,506
-19% -$172K 0.24% 78
2025
Q1 		$944K Sell
35,103
-72
-0.2% -$1.89K 0.31% 59
2024
Q4 		$909K Buy
35,175
+4,191
+14% +$110K 0.3% 65
2024
Q3 		$831K Buy
30,984
+728
+2% +$19.2K 0.22% 71
2024
Q2 		$787K Buy
30,256
+380
+1% +$9.8K 0.23% 61
2024
Q1 		$779K Sell
29,876
-2,902
-9% -$75.3K 0.23% 67
2023
Q4 		$856K Sell
32,778
-1,926
-6% -$49K 0.28% 61
2023
Q3 		$876K Buy
34,704
+16,888
+95% +$435K 0.31% 53
2023
Q2 		$467K Buy
17,816
+2,388
+15% +$63.3K 0.16% 95
2023
Q1 		$414K Buy
15,428
+76
+0.5% +$2K 0.15% 103
2022
Q4 		$398K Buy
15,352
+7,190
+88% +$188K 0.15% 103
2022
Q3 		$211K Sell
8,162
-30,328
-79% -$843K 0.09% 165
2022
Q2 		$1.07M Buy
38,490
+7,104
+23% +$206K 0.44% 43
2022
Q1 		$953K Sell
31,386
-1,796
-5% -$55.1K 0.33% 52
2021
Q4 		$1.04M Buy
33,182
+3,838
+13% +$121K 0.37% 49
2021
Q3 		$918K Buy
29,344
+6,018
+26% +$190K 0.37% 53
2021
Q2 		$729K Buy
23,326
+668
+3% +$20.7K 0.33% 58
2021
Q1 		$693K Buy
22,658
+1,496
+7% +$46.1K 0.34% 55
2020
Q4 		$657K Buy
21,162
+4,290
+25% +$132K 0.4% 55
2020
Q3 		$520K Sell
16,872
-1,340
-7% -$41K 0.37% 60
2020
Q2 		$547K Buy
18,212
+1,020
+6% +$30.2K 0.41% 55
2020
Q1 		$494K Buy
+17,192
New +$492K 0.42% 49

Other funds holding SCHP

Quadratic Capital Management
Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
LifeGuide Financial Advisors
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Baldwin Wealth Partners
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Pinnacle Bancorp's SCHP Position: Q3 2026 in Review

Pinnacle Bancorp reduced its Schwab US TIPS ETF (SCHP) stake by 42% in Q3 2026, selling an estimated $284K and leaving 15,288 shares worth $384K. The position accounts for 0.1% of the portfolio, ranked #167.

Pinnacle Bancorp first reported a position in SCHP in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.07M in Q2 2022. 205 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

  • Pinnacle Bancorp held 15,288 shares of Schwab US TIPS ETF worth $384K as of Q3 2026.
  • Pinnacle Bancorp sold 10,970 Schwab US TIPS ETF shares in Q3 2026, an estimated $284K.
  • Schwab US TIPS ETF made up 0.1% of Pinnacle Bancorp's portfolio in Q3 2026, its #167 holding.
  • Pinnacle Bancorp first reported a position in Schwab US TIPS ETF in Q1 2020 and has held it in 27 quarters since.
  • Pinnacle Bancorp's Schwab US TIPS ETF position peaked at $1.07M in Q2 2022.
  • 205 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.