Pinnacle Financial Partners (Tennessee)’s Schwab 1000 Index ETF SCHK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,000	Closed	-$56.6K	–	554
2025 Q1	$56.6K	Buy	2,000 +1,000	+100%	+$28.4K	﹤0.01%	483
2024 Q4	$55.3K	Sell	1,000 -1,000	-50%	-$28.5K	﹤0.01%	477
2024 Q3	$55.3K	Hold	2,000	–	–	﹤0.01%	476
2024 Q2	$50.7K	Hold	2,000	–	–	﹤0.01%	479
2024 Q1	$50.7K	Sell	2,000 -3,060	-60%	-$73.7K	﹤0.01%	474
2023 Q4	$117K	Hold	5,060	–	–	﹤0.01%	426
2023 Q3	$104K	Sell	5,060 -940	-16%	-$20.2K	﹤0.01%	407
2023 Q2	$128K	Hold	6,000	–	–	﹤0.01%	406
2023 Q1	$119K	Hold	6,000	–	–	﹤0.01%	400
2022 Q4	$111K	Hold	6,000	–	–	﹤0.01%	389
2022 Q3	$104K	Buy	+6,000	New	+$115K	﹤0.01%	373

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s SCHK Position: Q2 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of Schwab 1000 Index ETF (SCHK) in Q2 2025, closing a stake of 2,000 shares — an estimated $56.6K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SCHK in Q3 2022 and held it in 11 quarters. The position peaked at $128K in Q2 2023. 216 funds tracked by Wall St. Rank hold SCHK as of Q2 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Schwab 1000 Index ETF position as of Q2 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 2,000 Schwab 1000 Index ETF shares in Q2 2025, an estimated $56.6K.
Pinnacle Financial Partners (Tennessee) first reported a position in Schwab 1000 Index ETF in Q3 2022 and held it in 11 quarters.
Pinnacle Financial Partners (Tennessee)'s Schwab 1000 Index ETF position peaked at $128K in Q2 2023.
216 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2025, filed 28 Oct 2025.