Pinnacle Financial Partners (Tennessee)’s Schwab US Broad Market ETF SCHB Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio SCHB Stock Details SCHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,050	Closed	-$311K	–	513
2025 Q2	$311K	Hold	13,050	–	–	0.01%	378
2025 Q1	$296K	Buy	13,050 +8,700	+200%	+$198K	0.01%	383
2024 Q4	$289K	Sell	4,350 -8,700	-67%	-$199K	0.01%	383
2024 Q3	$289K	Hold	13,050	–	–	0.01%	382
2024 Q2	$266K	Hold	13,050	–	–	0.01%	383
2024 Q1	$266K	Hold	13,050	–	–	0.01%	388
2023 Q4	$242K	Hold	13,050	–	–	0.01%	387
2023 Q3	$217K	Hold	13,050	–	–	0.01%	376
2023 Q2	$225K	Hold	13,050	–	–	0.01%	372
2023 Q1	$208K	Hold	13,050	–	–	0.01%	378
2022 Q4	$195K	Hold	13,050	–	–	0.01%	370
2022 Q3	$183K	Hold	13,050	–	–	0.01%	356
2022 Q2	$192K	Buy	13,050 +462	+4%	+$7.42K	0.01%	350
2022 Q1	$224K	Hold	12,588	–	–	0.01%	343
2021 Q4	$237K	Hold	12,588	–	–	0.01%	363
2021 Q3	$218K	Hold	12,588	–	–	0.01%	368
2021 Q2	$219K	Hold	12,588	–	–	0.01%	350
2021 Q1	$191K	Hold	12,588	–	–	0.01%	340
2020 Q4	$167K	Hold	12,588	–	–	0.01%	345
2020 Q3	$167K	Hold	12,588	–	–	0.01%	330
2020 Q2	$154K	Hold	12,588	–	–	0.01%	318
2020 Q1	$127K	Hold	12,588	–	–	0.01%	321
2019 Q4	$161K	Buy	+12,588	New	+$154K	0.01%	360
2019 Q2	–	Sell	-12,588	Closed	-$143K	–	448
2019 Q1	$143K	Buy	+12,588	New	+$137K	0.01%	335

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) sold out of Schwab US Broad Market ETF (SCHB) in Q3 2025, closing a stake of 13,050 shares — an estimated $311K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SCHB in Q1 2019 and held it in 24 quarters. The position peaked at $311K in Q2 2025. 1,210 funds tracked by Wall St. Rank hold SCHB as of Q3 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Schwab US Broad Market ETF position as of Q3 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 13,050 Schwab US Broad Market ETF shares in Q3 2025, an estimated $311K.
Pinnacle Financial Partners (Tennessee) first reported a position in Schwab US Broad Market ETF in Q1 2019 and held it in 24 quarters.
Pinnacle Financial Partners (Tennessee)'s Schwab US Broad Market ETF position peaked at $311K in Q2 2025.
1,210 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2025.

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