Pinnacle Financial Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $266K | Buy |
10,286
+5,175
| +101% | +$134K | 0.01% | 398 |
|
|
2024
Q4 | $263K | Sell |
5,111
-5,111
| -50% | -$263K | 0.01% | 394 |
|
|
2024
Q3 | $263K | Buy |
10,222
+68
| +0.7% | +$1.75K | 0.01% | 400 |
|
|
2024
Q2 | $250K | Hold |
10,154
| – | – | 0.01% | 390 |
|
|
2024
Q1 | $250K | Buy |
10,154
+24
| +0.2% | +$591 | 0.01% | 396 |
|
|
2023
Q4 | $239K | Buy |
10,130
+54
| +0.5% | +$1.28K | 0.01% | 389 |
|
|
2023
Q3 | $209K | Buy |
10,076
+36
| +0.4% | +$746 | 0.01% | 381 |
|
|
2023
Q2 | $220K | Buy |
10,040
+36
| +0.4% | +$788 | 0.01% | 377 |
|
|
2023
Q1 | $210K | Buy |
10,004
+34
| +0.3% | +$713 | 0.01% | 376 |
|
|
2022
Q4 | $202K | Buy |
9,970
+50
| +0.5% | +$1.01K | 0.01% | 368 |
|
|
2022
Q3 | $187K | Buy |
9,920
+34
| +0.3% | +$641 | 0.01% | 355 |
|
|
2022
Q2 | $193K | Buy |
9,886
+36
| +0.4% | +$703 | 0.01% | 349 |
|
|
2022
Q1 | $233K | Buy |
9,850
+14
| +0.1% | +$331 | 0.01% | 342 |
|
|
2021
Q4 | $252K | Buy |
9,836
+48
| +0.5% | +$1.23K | 0.01% | 359 |
|
|
2021
Q3 | $245K | Buy |
9,788
+28
| +0.3% | +$701 | 0.01% | 347 |
|
|
2021
Q2 | $254K | Buy |
9,760
+40
| +0.4% | +$1.04K | 0.01% | 328 |
|
|
2021
Q1 | $216K | Buy |
9,720
+36
| +0.4% | +$800 | 0.01% | 332 |
|
|
2020
Q4 | $165K | Hold |
9,684
| – | – | 0.01% | 346 |
|
|
2020
Q3 | $165K | Buy |
9,684
+40
| +0.4% | +$682 | 0.01% | 331 |
|
|
2020
Q2 | $158K | Buy |
9,644
+16
| +0.2% | +$262 | 0.01% | 317 |
|
|
2020
Q1 | $124K | Buy |
9,628
+44
| +0.5% | +$567 | 0.01% | 322 |
|
|
2019
Q4 | $181K | Buy |
+9,584
| New | +$181K | 0.01% | 359 |
|
|
2019
Q2 | – | Sell |
-9,468
| Closed | -$166K | – | 447 |
|
|
2019
Q1 | $166K | Buy |
+9,468
| New | +$166K | 0.01% | 333 |
|