PFPT
SCHW

Pinnacle Financial Partners (Tennessee)’s Charles Schwab SCHW Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9.13M Buy
95,607
+9,244
+11% +$877K 0.22% 126
2025
Q2 		$7.88M Buy
86,363
+67,904
+368% +$5.69M 0.17% 143
2025
Q1 		$1.44M Buy
18,459
+16,664
+928% +$1.31M 0.03% 252
2024
Q4 		$116K Hold
1,795
– – ﹤0.01% 456
2024
Q3 		$116K Hold
1,795
– – ﹤0.01% 455
2024
Q2 		$130K Sell
1,795
-92,185
-98% -$6.81M ﹤0.01% 450
2024
Q1 		$6.8M Buy
93,980
+640
+0.7% +$42.1K 0.15% 147
2023
Q4 		$6.42M Buy
93,340
+531
+0.6% +$30.7K 0.15% 144
2023
Q3 		$5.1M Sell
92,809
-31
-0% -$1.87K 0.13% 149
2023
Q2 		$5.26M Buy
92,840
+209
+0.2% +$10.9K 0.13% 145
2023
Q1 		$4.85M Buy
92,631
+6,780
+8% +$496K 0.13% 143
2022
Q4 		$7.15M Sell
85,851
-85
-0.1% -$6.6K 0.21% 113
2022
Q3 		$6.18M Buy
85,936
+531
+0.6% +$36.9K 0.22% 119
2022
Q2 		$5.4M Buy
85,405
+1,296
+2% +$89.4K 0.19% 131
2022
Q1 		$7.09M Buy
84,109
+1,922
+2% +$169K 0.22% 121
2021
Q4 		$6.91M Buy
82,187
+6,292
+8% +$509K 0.22% 123
2021
Q3 		$5.53M Buy
+75,895
New +$5.42M 0.19% 132
2018
Q4 		– Sell
-8,064
Closed -$396K – 405
2018
Q3 		$396K Buy
8,064
+355
+5% +$18.1K 0.03% 253
2018
Q2 		$394K Buy
7,709
+2,031
+36% +$112K 0.04% 241
2018
Q1 		$297K Hold
5,678
– – 0.03% 256
2017
Q4 		$291K Buy
5,678
+407
+8% +$19.1K 0.03% 261
2017
Q3 		$231K Buy
+5,271
New +$219K 0.03% 260

Other funds holding SCHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) increased its Charles Schwab (SCHW) stake by 11% in Q3 2025, buying an estimated $877K and bringing the position to 95,607 shares worth $9.13M. The position accounts for 0.22% of the portfolio, ranked #126.

Pinnacle Financial Partners (Tennessee) first reported a position in SCHW in Q3 2017 and has held it in 22 quarters since. 2,168 funds tracked by Wall St. Rank hold SCHW as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 95,607 shares of Charles Schwab worth $9.13M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) bought 9,244 Charles Schwab shares in Q3 2025, an estimated $877K.
  • Charles Schwab made up 0.22% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #126 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Charles Schwab in Q3 2017 and has held it in 22 quarters since.
  • 2,168 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2025.

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