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Pinnacle Financial Partners (Tennessee)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-19,540
Closed -$548K – 516
2025
Q2 		$548K Buy
19,540
+5,734
+42% +$151K 0.01% 322
2025
Q1 		$383K Buy
13,806
+9,218
+201% +$257K 0.01% 358
2024
Q4 		$381K Sell
4,588
-9,176
-67% -$261K 0.01% 352
2024
Q3 		$381K Buy
13,764
+72
+0.5% +$1.92K 0.01% 353
2024
Q2 		$372K Hold
13,692
– – 0.01% 352
2024
Q1 		$372K Buy
13,692
+33
+0.2% +$842 0.01% 350
2023
Q4 		$343K Buy
13,659
+48
+0.4% +$1.1K 0.01% 348
2023
Q3 		$307K Buy
13,611
+39
+0.3% +$924 0.01% 337
2023
Q2 		$321K Buy
13,572
+42
+0.3% +$947 0.01% 331
2023
Q1 		$306K Buy
13,530
+36
+0.3% +$829 0.01% 337
2022
Q4 		$295K Buy
13,494
+51
+0.4% +$1.12K 0.01% 334
2022
Q3 		$271K Buy
13,443
+45
+0.3% +$1K 0.01% 325
2022
Q2 		$280K Buy
13,398
+45
+0.3% +$1.04K 0.01% 322
2022
Q1 		$338K Buy
13,353
+33
+0.2% +$827 0.01% 311
2021
Q4 		$357K Buy
13,320
+3,633
+38% +$96.9K 0.01% 324
2021
Q3 		$248K Buy
9,687
+33
+0.3% +$862 0.01% 345
2021
Q2 		$252K Buy
9,654
+42
+0.4% +$1.08K 0.01% 331
2021
Q1 		$218K Buy
9,612
+39
+0.4% +$946 0.01% 331
2020
Q4 		$177K Hold
9,573
– – 0.01% 343
2020
Q3 		$177K Buy
9,573
+36
+0.4% +$667 0.01% 329
2020
Q2 		$167K Buy
9,537
+33
+0.3% +$538 0.01% 314
2020
Q1 		$134K Sell
9,504
-2,208
-19% -$40.4K 0.01% 318
2019
Q4 		$235K Buy
11,712
+48
+0.4% +$929 0.01% 336
2019
Q3 		$220K Buy
11,664
+72
+0.6% +$1.36K 0.02% 325
2019
Q2 		$221K Hold
11,592
– – 0.02% 325
2019
Q1 		$214K Buy
+11,592
New +$207K 0.02% 321

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2025, closing a stake of 19,540 shares — an estimated $548K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SCHM in Q1 2019 and held it in 26 quarters. The position peaked at $548K in Q2 2025. 942 funds tracked by Wall St. Rank hold SCHM as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Schwab US Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 19,540 Schwab US Mid-Cap ETF shares in Q3 2025, an estimated $548K.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 26 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Schwab US Mid-Cap ETF position peaked at $548K in Q2 2025.
  • 942 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2025.

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