Pinnacle Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $296K | Buy |
13,050
+8,700
| +200% | +$197K | 0.01% | 383 |
|
|
2024
Q4 | $289K | Sell |
4,350
-8,700
| -67% | -$579K | 0.01% | 383 |
|
|
2024
Q3 | $289K | Hold |
13,050
| – | – | 0.01% | 382 |
|
|
2024
Q2 | $266K | Hold |
13,050
| – | – | 0.01% | 383 |
|
|
2024
Q1 | $266K | Hold |
13,050
| – | – | 0.01% | 388 |
|
|
2023
Q4 | $242K | Hold |
13,050
| – | – | 0.01% | 387 |
|
|
2023
Q3 | $217K | Hold |
13,050
| – | – | 0.01% | 376 |
|
|
2023
Q2 | $225K | Hold |
13,050
| – | – | 0.01% | 372 |
|
|
2023
Q1 | $208K | Hold |
13,050
| – | – | 0.01% | 378 |
|
|
2022
Q4 | $195K | Hold |
13,050
| – | – | 0.01% | 370 |
|
|
2022
Q3 | $183K | Hold |
13,050
| – | – | 0.01% | 356 |
|
|
2022
Q2 | $192K | Buy |
13,050
+462
| +4% | +$6.8K | 0.01% | 350 |
|
|
2022
Q1 | $224K | Hold |
12,588
| – | – | 0.01% | 343 |
|
|
2021
Q4 | $237K | Hold |
12,588
| – | – | 0.01% | 363 |
|
|
2021
Q3 | $218K | Hold |
12,588
| – | – | 0.01% | 368 |
|
|
2021
Q2 | $219K | Hold |
12,588
| – | – | 0.01% | 350 |
|
|
2021
Q1 | $191K | Hold |
12,588
| – | – | 0.01% | 340 |
|
|
2020
Q4 | $167K | Hold |
12,588
| – | – | 0.01% | 345 |
|
|
2020
Q3 | $167K | Hold |
12,588
| – | – | 0.01% | 330 |
|
|
2020
Q2 | $154K | Hold |
12,588
| – | – | 0.01% | 318 |
|
|
2020
Q1 | $127K | Hold |
12,588
| – | – | 0.01% | 321 |
|
|
2019
Q4 | $161K | Buy |
+12,588
| New | +$161K | 0.01% | 360 |
|
|
2019
Q2 | – | Sell |
-12,588
| Closed | -$143K | – | 448 |
|
|
2019
Q1 | $143K | Buy |
+12,588
| New | +$143K | 0.01% | 335 |
|