Pinnacle Bancorp’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
18,162
+2,190
| +14% | +$53.5K | 0.14% | 137 |
|
|
2025
Q1 | $353K | Hold |
15,972
| – | – | 0.12% | 153 |
|
|
2024
Q4 | $370K | Hold |
15,972
| – | – | 0.12% | 142 |
|
|
2024
Q3 | $361K | Hold |
15,972
| – | – | 0.1% | 145 |
|
|
2024
Q2 | $342K | Hold |
15,972
| – | – | 0.1% | 141 |
|
|
2024
Q1 | $330K | Hold |
15,972
| – | – | 0.1% | 143 |
|
|
2023
Q4 | $300K | Buy |
+15,972
| New | +$300K | 0.1% | 152 |
|
|
2019
Q1 | – | Sell |
-5,508
| Closed | -$55K | – | 704 |
|
|
2018
Q4 | $55K | Buy |
+5,508
| New | +$55K | 0.03% | 271 |
|