Pinnacle Financial Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $261K | Buy |
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|
2025
Q1 | $266K | Buy |
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|
2024
Q4 | $263K | Sell |
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|
2024
Q3 | $263K | Buy |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $250K | Buy |
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|
2023
Q4 | $239K | Buy |
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|
2023
Q3 | $209K | Buy |
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|
2023
Q2 | $220K | Buy |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | $187K | Buy |
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|
2022
Q2 | $193K | Buy |
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|
2022
Q1 | $233K | Buy |
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|
2021
Q4 | $252K | Buy |
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|
2021
Q3 | $245K | Buy |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $216K | Buy |
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|
2020
Q4 | $165K | Hold |
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|
2020
Q3 | $165K | Buy |
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|
2020
Q2 | $158K | Buy |
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|
2020
Q1 | $124K | Buy |
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|
2019
Q4 | $181K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $166K | Buy |
|