PB
SCHW icon

Pinnacle Bancorp’s Charles Schwab SCHW Stock Holding History

Pinnacle Bancorp’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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% +$25.9K 0.07% 203
2024
Q3 		$177K Sell
2,725
-216
-7% -$14K 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% +$4.06K 0.07% 188
2023
Q3 		$158K Buy
2,882
+50
+2% +$2.75K 0.06% 206
2023
Q2 		$161K Buy
2,832
+700
+33% +$39.7K 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% -$40.7K 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% +$10.2K 0.09% 182
2020
Q3 		$88K Buy
2,422
+455
+23% +$16.5K 0.06% 228
2020
Q2 		$66K Hold
1,967
– – 0.05% 255
2020
Q1 		$66K Buy
1,967
+816
+71% +$27.4K 0.06% 228
2019
Q4 		$55K Sell
1,151
-937
-45% -$44.8K 0.04% 286
2019
Q3 		$87K Buy
2,088
+57
+3% +$2.38K 0.05% 223
2019
Q2 		$82K Sell
2,031
-140
-6% -$5.65K 0.05% 232
2019
Q1 		$93K Sell
2,171
-322
-13% -$13.8K 0.05% 219
2018
Q4 		$104K Buy
+2,493
New +$104K 0.06% 187
2017
Q1 		$119K Buy
+2,914
New +$119K 0.08% 171