Pinnacle Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.19M | Sell |
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|
2025
Q2 | $5.09M | Buy |
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|
2025
Q1 | $5.36M | Sell |
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|
2024
Q4 | $5.62M | Sell |
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|
2024
Q3 | $6.15M | Hold |
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|
2024
Q2 | $5.65M | Buy |
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|
2024
Q1 | $5.84M | Buy |
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|
2023
Q4 | $400K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $306K | Sell |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $240K | Buy |
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