Pinnacle Financial Partners (Tennessee)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.19M	Sell	189,994 -2,126	-1%	-$58K	0.12%	166
2025 Q2	$5.09M	Buy	192,120 +545	+0.3%	+$14.2K	0.11%	177
2025 Q1	$5.36M	Sell	191,575 -14,175	-7%	-$395K	0.11%	169
2024 Q4	$5.62M	Sell	205,750 -12,344	-6%	-$351K	0.11%	166
2024 Q3	$6.15M	Hold	218,094	–	–	0.12%	157
2024 Q2	$5.65M	Buy	218,094 +879	+0.4%	+$22.9K	0.12%	159
2024 Q1	$5.84M	Buy	217,215 +201,441	+1,277%	+$5.2M	0.13%	157
2023 Q4	$400K	Buy	+15,774	New	+$376K	0.01%	329
2022 Q2	–	Sell	-11,655	Closed	-$306K	–	455
2022 Q1	$306K	Sell	11,655 -39	-0.3%	-$1.02K	0.01%	319
2021 Q4	$315K	Buy	11,694 +2,010	+21%	+$52.2K	0.01%	336
2021 Q3	$240K	Buy	+9,684	New	+$246K	0.01%	351

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.1% in Q3 2025, selling an estimated $58K and leaving 189,994 shares worth $5.19M. The position accounts for 0.12% of the portfolio, ranked #166.

Pinnacle Financial Partners (Tennessee) first reported a position in SCHD in Q3 2021 and has held it in 11 quarters since. The position peaked at $6.15M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 189,994 shares of Schwab US Dividend Equity ETF worth $5.19M as of Q3 2025.
Pinnacle Financial Partners (Tennessee) sold 2,126 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $58K.
Schwab US Dividend Equity ETF made up 0.12% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #166 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in Schwab US Dividend Equity ETF in Q3 2021 and has held it in 11 quarters since.
Pinnacle Financial Partners (Tennessee)'s Schwab US Dividend Equity ETF position peaked at $6.15M in Q3 2024.
1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

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