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

Pinnacle Bancorp’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$545K	Hold	18,162	–	–	0.15%	132
2026 Q2	$535K	Hold	18,162	–	–	0.14%	137
2026 Q1	$466K	Hold	18,162	–	–	0.14%	133
2025 Q4	$489K	Hold	18,162	–	–	0.14%	125
2025 Q3	$478K	Hold	18,162	–	–	0.14%	130
2025 Q2	$444K	Buy	18,162 +2,190	+14%	+$49.5K	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	+$280K	0.1%	152
2019 Q1	–	Sell	-5,508	Closed	-$55K	–	704
2018 Q4	$55K	Buy	+5,508	New	+$59.1K	0.03%	271

Other funds holding SCHX

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Pinnacle Bancorp's SCHX Position: Q3 2026 in Review

Pinnacle Bancorp held its Schwab US Large- Cap ETF (SCHX) position steady in Q3 2026 at 18,162 shares worth $545K. The position accounts for 0.15% of the portfolio, ranked #132.

Pinnacle Bancorp first reported a position in SCHX in Q4 2018 and has held it in 13 quarters since. 527 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

Pinnacle Bancorp held 18,162 shares of Schwab US Large- Cap ETF worth $545K as of Q3 2026.
Pinnacle Bancorp left its Schwab US Large- Cap ETF share count unchanged in Q3 2026.
Schwab US Large- Cap ETF made up 0.15% of Pinnacle Bancorp's portfolio in Q3 2026, its #132 holding.
Pinnacle Bancorp first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 13 quarters since.
527 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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