Pinnacle Financial Partners (Tennessee)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.13M | Buy |
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|
2025
Q2 | $7.88M | Buy |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $116K | Hold |
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|
2024
Q3 | $116K | Hold |
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|
2024
Q2 | $130K | Sell |
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|
2024
Q1 | $6.8M | Buy |
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|
2023
Q4 | $6.42M | Buy |
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|
2023
Q3 | $5.1M | Sell |
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|
2023
Q2 | $5.26M | Buy |
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|
2023
Q1 | $4.85M | Buy |
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|
2022
Q4 | $7.15M | Sell |
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|
2022
Q3 | $6.18M | Buy |
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|
2022
Q2 | $5.4M | Buy |
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|
2022
Q1 | $7.09M | Buy |
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|
2021
Q4 | $6.91M | Buy |
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|
2021
Q3 | $5.53M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $396K | Buy |
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|
2018
Q2 | $394K | Buy |
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|
2018
Q1 | $297K | Hold |
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|
2017
Q4 | $291K | Buy |
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|
2017
Q3 | $231K | Buy |
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