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 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Pinnacle Bancorp's SCHX Position: Q1 2026 in Review

Pinnacle Bancorp held its Schwab US Large- Cap ETF (SCHX) position steady in Q1 2026 at 18,162 shares worth $466K. The position accounts for 0.14% of the portfolio, ranked #133.

Pinnacle Bancorp first reported a position in SCHX in Q4 2018 and has held it in 11 quarters since. The position peaked at $489K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Pinnacle Bancorp held 18,162 shares of Schwab US Large- Cap ETF worth $466K as of Q1 2026.
Pinnacle Bancorp left its Schwab US Large- Cap ETF share count unchanged in Q1 2026.
Schwab US Large- Cap ETF made up 0.14% of Pinnacle Bancorp's portfolio in Q1 2026, its #133 holding.
Pinnacle Bancorp first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 11 quarters since.
Pinnacle Bancorp's Schwab US Large- Cap ETF position peaked at $489K in Q4 2025.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.