Pinnacle Bancorp’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $260K | Hold |
2,813
| – | – | 0.07% | 221 |
|
|
2026
Q1 | $264K | Hold |
2,813
| – | – | 0.08% | 201 |
|
|
2025
Q4 | $281K | Hold |
2,813
| – | – | 0.08% | 187 |
|
|
2025
Q3 | $269K | Sell |
2,813
-262
| -9% | -$24.9K | 0.08% | 200 |
|
|
2025
Q2 | $281K | Hold |
3,075
| – | – | 0.09% | 184 |
|
|
2025
Q1 | $241K | Hold |
3,075
| – | – | 0.08% | 195 |
|
|
2024
Q4 | $228K | Buy |
3,075
+350
| +13% | +$26.2K | 0.07% | 203 |
|
|
2024
Q3 | $177K | Sell |
2,725
-216
| -7% | -$14.2K | 0.05% | 229 |
|
|
2024
Q2 | $217K | Hold |
2,941
| – | – | 0.06% | 195 |
|
|
2024
Q1 | $213K | Hold |
2,941
| – | – | 0.06% | 196 |
|
|
2023
Q4 | $202K | Buy |
2,941
+59
| +2% | +$3.41K | 0.07% | 188 |
|
|
2023
Q3 | $158K | Buy |
2,882
+50
| +2% | +$3.02K | 0.06% | 206 |
|
|
2023
Q2 | $161K | Buy |
2,832
+700
| +33% | +$36.7K | 0.05% | 210 |
|
|
2023
Q1 | $112K | Hold |
2,132
| – | – | 0.04% | 241 |
|
|
2022
Q4 | $178K | Hold |
2,132
| – | – | 0.07% | 199 |
|
|
2022
Q3 | $153K | Hold |
2,132
| – | – | 0.07% | 194 |
|
|
2022
Q2 | $135K | Hold |
2,132
| – | – | 0.06% | 201 |
|
|
2022
Q1 | $180K | Sell |
2,132
-482
| -18% | -$42.4K | 0.06% | 182 |
|
|
2021
Q4 | $220K | Hold |
2,614
| – | – | 0.08% | 167 |
|
|
2021
Q3 | $190K | Hold |
2,614
| – | – | 0.08% | 169 |
|
|
2021
Q2 | $190K | Hold |
2,614
| – | – | 0.09% | 170 |
|
|
2021
Q1 | $170K | Hold |
2,614
| – | – | 0.08% | 167 |
|
|
2020
Q4 | $139K | Buy |
2,614
+192
| +8% | +$8.69K | 0.09% | 182 |
|
|
2020
Q3 | $88K | Buy |
2,422
+455
| +23% | +$15.8K | 0.06% | 228 |
|
|
2020
Q2 | $66K | Hold |
1,967
| – | – | 0.05% | 255 |
|
|
2020
Q1 | $66K | Buy |
1,967
+816
| +71% | +$34.2K | 0.06% | 228 |
|
|
2019
Q4 | $55K | Sell |
1,151
-937
| -45% | -$41.3K | 0.04% | 286 |
|
|
2019
Q3 | $87K | Buy |
2,088
+57
| +3% | +$2.3K | 0.05% | 223 |
|
|
2019
Q2 | $82K | Sell |
2,031
-140
| -6% | -$6.1K | 0.05% | 232 |
|
|
2019
Q1 | $93K | Sell |
2,171
-322
| -13% | -$14.5K | 0.05% | 219 |
|
|
2018
Q4 | $104K | Buy |
+2,493
| New | +$113K | 0.06% | 187 |
|
|
2017
Q1 | $119K | Buy |
+2,914
| New | +$120K | 0.08% | 171 |
|
Other funds holding SCHW
Pinnacle Bancorp's SCHW Position: Q2 2026 in Review
Pinnacle Bancorp held its Charles Schwab (SCHW) position steady in Q2 2026 at 2,813 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #221.
Pinnacle Bancorp first reported a position in SCHW in Q1 2017 and has held it in 32 quarters since. The position peaked at $281K in Q4 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.
- Pinnacle Bancorp held 2,813 shares of Charles Schwab worth $260K as of Q2 2026.
- Pinnacle Bancorp left its Charles Schwab share count unchanged in Q2 2026.
- Charles Schwab made up 0.07% of Pinnacle Bancorp's portfolio in Q2 2026, its #221 holding.
- Pinnacle Bancorp first reported a position in Charles Schwab in Q1 2017 and has held it in 32 quarters since.
- Pinnacle Bancorp's Charles Schwab position peaked at $281K in Q4 2025.
- 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.
Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.