Pinnacle Financial Partners (Tennessee)’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $311K | Hold |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $289K | Hold |
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|
2024
Q2 | $266K | Hold |
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|
2024
Q1 | $266K | Hold |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $208K | Hold |
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|
2022
Q4 | $195K | Hold |
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|
2022
Q3 | $183K | Hold |
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|
2022
Q2 | $192K | Buy |
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|
2022
Q1 | $224K | Hold |
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|
2021
Q4 | $237K | Hold |
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|
2021
Q3 | $218K | Hold |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $191K | Hold |
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|
2020
Q4 | $167K | Hold |
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|
2020
Q3 | $167K | Hold |
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|
2020
Q2 | $154K | Hold |
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|
2020
Q1 | $127K | Hold |
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|
2019
Q4 | $161K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $143K | Buy |
|