PFPT
SCHA icon

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

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		– Sell
-10,311
Closed -$261K – 512
2025
Q2 		$261K Buy
10,311
+25
+0.2% +$591 0.01% 410
2025
Q1 		$266K Buy
10,286
+5,175
+101% +$132K 0.01% 398
2024
Q4 		$263K Sell
5,111
-5,111
-50% -$136K 0.01% 394
2024
Q3 		$263K Buy
10,222
+68
+0.7% +$1.69K 0.01% 400
2024
Q2 		$250K Hold
10,154
– – 0.01% 390
2024
Q1 		$250K Buy
10,154
+24
+0.2% +$562 0.01% 396
2023
Q4 		$239K Buy
10,130
+54
+0.5% +$1.14K 0.01% 389
2023
Q3 		$209K Buy
10,076
+36
+0.4% +$790 0.01% 381
2023
Q2 		$220K Buy
10,040
+36
+0.4% +$750 0.01% 377
2023
Q1 		$210K Buy
10,004
+34
+0.3% +$731 0.01% 376
2022
Q4 		$202K Buy
9,970
+50
+0.5% +$1.02K 0.01% 368
2022
Q3 		$187K Buy
9,920
+34
+0.3% +$711 0.01% 355
2022
Q2 		$193K Buy
9,886
+36
+0.4% +$770 0.01% 349
2022
Q1 		$233K Buy
9,850
+14
+0.1% +$330 0.01% 342
2021
Q4 		$252K Buy
9,836
+48
+0.5% +$1.24K 0.01% 359
2021
Q3 		$245K Buy
9,788
+28
+0.3% +$711 0.01% 347
2021
Q2 		$254K Buy
9,760
+40
+0.4% +$1.02K 0.01% 328
2021
Q1 		$216K Buy
9,720
+36
+0.4% +$885 0.01% 332
2020
Q4 		$165K Hold
9,684
– – 0.01% 346
2020
Q3 		$165K Buy
9,684
+40
+0.4% +$689 0.01% 331
2020
Q2 		$158K Buy
9,644
+16
+0.2% +$240 0.01% 317
2020
Q1 		$124K Buy
9,628
+44
+0.5% +$748 0.01% 322
2019
Q4 		$181K Buy
+9,584
New +$173K 0.01% 359
2019
Q2 		– Sell
-9,468
Closed -$166K – 447
2019
Q1 		$166K Buy
+9,468
New +$162K 0.01% 333

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s SCHA Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2025, closing a stake of 10,311 shares — an estimated $261K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SCHA in Q1 2019 and held it in 24 quarters. The position peaked at $266K in Q1 2025. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 10,311 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $261K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and held it in 24 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Schwab U.S Small- Cap ETF position peaked at $266K in Q1 2025.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.