PFPG
SCHM icon

Pinnacle Financial Partners (Georgia)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pinnacle Financial Partners (Georgia)’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$633K Sell
17,162
-4,077
-19% -$140K ﹤0.01% 781
2026
Q1 		$658K Buy
21,239
+271
+1% +$8.63K 0.01% 727
2025
Q4 		$631K Buy
+20,968
New +$625K ﹤0.01% 731

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Pinnacle Financial Partners (Georgia) reduced its Schwab US Mid-Cap ETF (SCHM) stake by 19% in Q2 2026, selling an estimated $140K and leaving 17,162 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Pinnacle Financial Partners (Georgia) first reported a position in SCHM in Q4 2025 and has held it in 3 quarters since. The position peaked at $658K in Q1 2026. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 17,162 shares of Schwab US Mid-Cap ETF worth $633K as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 4,077 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $140K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #781 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Schwab US Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Financial Partners (Georgia)'s Schwab US Mid-Cap ETF position peaked at $658K in Q1 2026.
  • 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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