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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-12,014	Closed	-$294K	–	517
2025 Q2	$294K	Buy	12,014 +6,014	+100%	+$136K	0.01%	393
2025 Q1	$139K	Buy	6,000 +4,000	+200%	+$93.1K	﹤0.01%	455
2024 Q4	$136K	Sell	2,000 -4,000	-67%	-$93.2K	﹤0.01%	451
2024 Q3	$136K	Hold	6,000	–	–	﹤0.01%	450
2024 Q2	$124K	Hold	6,000	–	–	﹤0.01%	452
2024 Q1	$124K	Hold	6,000	–	–	﹤0.01%	445
2023 Q4	$113K	Hold	6,000	–	–	﹤0.01%	428
2023 Q3	$101K	Hold	6,000	–	–	﹤0.01%	409
2023 Q2	$105K	Hold	6,000	–	–	﹤0.01%	413
2023 Q1	$96.7K	Hold	6,000	–	–	﹤0.01%	409
2022 Q4	$90.3K	Hold	6,000	–	–	﹤0.01%	393
2022 Q3	$85K	Hold	6,000	–	–	﹤0.01%	384
2022 Q2	$89K	Hold	6,000	–	–	﹤0.01%	364
2022 Q1	$108K	Hold	6,000	–	–	﹤0.01%	371
2021 Q4	$114K	Buy	+6,000	New	+$111K	﹤0.01%	392

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Pinnacle Financial Partners (Tennessee) sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 12,014 shares — an estimated $294K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in SCHX in Q4 2021 and held it in 15 quarters. The position peaked at $294K in Q2 2025. 1,440 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 12,014 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $294K.
Pinnacle Financial Partners (Tennessee) first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 15 quarters.
Pinnacle Financial Partners (Tennessee)'s Schwab US Large- Cap ETF position peaked at $294K in Q2 2025.
1,440 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

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