Pinnacle Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.36M | Sell |
191,575
-14,175
| -7% | -$396K | 0.11% | 169 |
|
|
2024
Q4 | $5.62M | Sell |
205,750
-12,344
| -6% | -$337K | 0.11% | 166 |
|
|
2024
Q3 | $6.15M | Hold |
218,094
| – | – | 0.12% | 157 |
|
|
2024
Q2 | $5.65M | Buy |
218,094
+879
| +0.4% | +$22.8K | 0.12% | 159 |
|
|
2024
Q1 | $5.84M | Buy |
217,215
+201,441
| +1,277% | +$5.41M | 0.13% | 157 |
|
|
2023
Q4 | $400K | Buy |
+15,774
| New | +$400K | 0.01% | 329 |
|
|
2022
Q2 | – | Sell |
-11,655
| Closed | -$306K | – | 455 |
|
|
2022
Q1 | $306K | Sell |
11,655
-39
| -0.3% | -$1.02K | 0.01% | 319 |
|
|
2021
Q4 | $315K | Buy |
11,694
+2,010
| +21% | +$54.1K | 0.01% | 336 |
|
|
2021
Q3 | $240K | Buy |
+9,684
| New | +$240K | 0.01% | 351 |
|