PB
SCHV

Pinnacle Bancorp’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Pinnacle Bancorp’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$139K Hold
3,982
– – 0.04% 299
2026
Q1 		$121K Sell
3,982
-328
-8% -$10.2K 0.04% 306
2025
Q4 		$128K Hold
4,310
– – 0.04% 292
2025
Q3 		$125K Buy
4,310
+143
+3% +$4.06K 0.04% 297
2025
Q2 		$115K Buy
4,167
+30
+0.7% +$788 0.04% 303
2025
Q1 		$110K Sell
4,137
-345
-8% -$9.26K 0.04% 300
2024
Q4 		$117K Hold
4,482
– – 0.04% 292
2024
Q3 		$120K Buy
4,482
+153
+4% +$3.93K 0.03% 281
2024
Q2 		$107K Hold
4,329
– – 0.03% 268
2024
Q1 		$110K Sell
4,329
-141
-3% -$3.38K 0.03% 271
2023
Q4 		$104K Hold
4,470
– – 0.03% 267
2023
Q3 		$96K Sell
4,470
-39
-0.9% -$876 0.03% 263
2023
Q2 		$101K Buy
4,509
+270
+6% +$5.89K 0.03% 257
2023
Q1 		$92.7K Sell
4,239
-186
-4% -$4.13K 0.03% 265
2022
Q4 		$97K Hold
4,425
– – 0.04% 250
2022
Q3 		$86K Hold
4,425
– – 0.04% 252
2022
Q2 		$92K Sell
4,425
-744
-14% -$16.7K 0.04% 246
2022
Q1 		$123K Buy
5,169
+210
+4% +$4.97K 0.04% 224
2021
Q4 		$121K Hold
4,959
– – 0.04% 225
2021
Q3 		$112K Hold
4,959
– – 0.04% 224
2021
Q2 		$113K Hold
4,959
– – 0.05% 227
2021
Q1 		$108K Sell
4,959
-471
-9% -$9.81K 0.05% 220
2020
Q4 		$108K Buy
5,430
+1,176
+28% +$22K 0.07% 221
2020
Q3 		$74K Buy
4,254
+981
+30% +$17.2K 0.05% 251
2020
Q2 		$55K Buy
3,273
+1,236
+61% +$20.2K 0.04% 282
2020
Q1 		$30K Buy
+2,037
New +$37.3K 0.03% 338
2019
Q1 		– Sell
-666
Closed -$11K – 703
2018
Q4 		$11K Buy
+666
New +$11.8K 0.01% 534
2017
Q1 		$11K Buy
+669
New +$11K 0.01% 493

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Pinnacle Bancorp's SCHV Position: Q2 2026 in Review

Pinnacle Bancorp held its Schwab US Large-Cap Value ETF (SCHV) position steady in Q2 2026 at 3,982 shares worth $139K. The position accounts for 0.04% of the portfolio, ranked #299.

Pinnacle Bancorp first reported a position in SCHV in Q1 2017 and has held it in 28 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • Pinnacle Bancorp held 3,982 shares of Schwab US Large-Cap Value ETF worth $139K as of Q2 2026.
  • Pinnacle Bancorp left its Schwab US Large-Cap Value ETF share count unchanged in Q2 2026.
  • Schwab US Large-Cap Value ETF made up 0.04% of Pinnacle Bancorp's portfolio in Q2 2026, its #299 holding.
  • Pinnacle Bancorp first reported a position in Schwab US Large-Cap Value ETF in Q1 2017 and has held it in 28 quarters since.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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