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Pinnacle Financial Partners (Tennessee)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,266
Closed -$249K – 514
2025
Q2 		$249K Hold
8,266
– – 0.01% 421
2025
Q1 		$220K Hold
8,266
– – ﹤0.01% 431
2024
Q4 		$241K Hold
8,266
– – ﹤0.01% 408
2024
Q3 		$241K Hold
8,266
– – ﹤0.01% 410
2024
Q2 		$209K Hold
8,266
– – ﹤0.01% 424
2024
Q1 		$209K Hold
8,266
– – ﹤0.01% 424
2023
Q4 		$205K Sell
8,266
-1,897
-19% -$45.6K ﹤0.01% 406
2023
Q3 		$243K Hold
10,163
– – 0.01% 362
2023
Q2 		$250K Buy
10,163
+10
+0.1% +$244 0.01% 360
2023
Q1 		$249K Hold
10,153
– – 0.01% 356
2022
Q4 		$240K Buy
10,153
+46
+0.5% +$1.07K 0.01% 351
2022
Q3 		$226K Hold
10,107
– – 0.01% 342
2022
Q2 		$257K Buy
10,107
+5
+0% +$131 0.01% 330
2022
Q1 		$281K Buy
10,102
+1
+0% +$29 0.01% 324
2021
Q4 		$299K Buy
10,101
+38
+0.4% +$1.16K 0.01% 341
2021
Q3 		$307K Hold
10,063
– – 0.01% 320
2021
Q2 		$331K Buy
10,063
+11
+0.1% +$357 0.01% 302
2021
Q1 		$308K Buy
10,052
+32
+0.3% +$1.04K 0.01% 296
2020
Q4 		$268K Hold
10,020
– – 0.01% 316
2020
Q3 		$268K Hold
10,020
– – 0.01% 296
2020
Q2 		$244K Buy
10,020
+7
+0.1% +$159 0.01% 299
2020
Q1 		$207K Hold
10,013
– – 0.01% 310
2019
Q4 		$274K Buy
10,013
+47
+0.5% +$1.24K 0.02% 315
2019
Q3 		$250K Sell
9,966
-1,293
-11% -$32.9K 0.02% 307
2019
Q2 		$295K Hold
11,259
– – 0.02% 282
2019
Q1 		$293K Hold
11,259
– – 0.02% 287
2018
Q4 		$265K Buy
+11,259
New +$273K 0.03% 279

Other funds holding SCHE

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2025, closing a stake of 8,266 shares — an estimated $249K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SCHE in Q4 2018 and held it in 27 quarters. The position peaked at $331K in Q2 2021. 784 funds tracked by Wall St. Rank hold SCHE as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 8,266 Schwab Emerging Markets Equity ETF shares in Q3 2025, an estimated $249K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 27 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Schwab Emerging Markets Equity ETF position peaked at $331K in Q2 2021.
  • 784 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2025.

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