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Pinnacle Financial Partners (Georgia)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$797K Sell
22,062
-4,342
-16% -$143K 0.01% 715
2026
Q1 		$768K Sell
26,404
-94
-0.4% -$2.82K 0.01% 687
2025
Q4 		$755K Buy
+26,498
New +$748K 0.01% 686

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Pinnacle Financial Partners (Georgia)'s SCHA Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 16% in Q2 2026, selling an estimated $143K and leaving 22,062 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #715.

Pinnacle Financial Partners (Georgia) first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,346 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 22,062 shares of Schwab U.S Small- Cap ETF worth $797K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 4,342 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $143K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #715 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,346 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.