Pinnacle Financial Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $595K | Sell |
23,766
-131
| -0.5% | -$3.28K | 0.01% | 312 |
|
|
2024
Q4 | $666K | Buy |
23,897
+425
| +2% | +$11.8K | 0.01% | 300 |
|
|
2024
Q3 | $611K | Hold |
23,472
| – | – | 0.01% | 311 |
|
|
2024
Q2 | $592K | Hold |
23,472
| – | – | 0.01% | 308 |
|
|
2024
Q1 | $544K | Buy |
23,472
+1,436
| +7% | +$33.3K | 0.01% | 321 |
|
|
2023
Q4 | $457K | Buy |
22,036
+3,424
| +18% | +$71K | 0.01% | 317 |
|
|
2023
Q3 | $338K | Hold |
18,612
| – | – | 0.01% | 330 |
|
|
2023
Q2 | $349K | Sell |
18,612
-2,152
| -10% | -$40.3K | 0.01% | 325 |
|
|
2023
Q1 | $338K | Sell |
20,764
-724
| -3% | -$11.8K | 0.01% | 329 |
|
|
2022
Q4 | $298K | Buy |
21,488
+392
| +2% | +$5.45K | 0.01% | 333 |
|
|
2022
Q3 | $294K | Hold |
21,096
| – | – | 0.01% | 313 |
|
|
2022
Q2 | $306K | Hold |
21,096
| – | – | 0.01% | 315 |
|
|
2022
Q1 | $395K | Buy |
21,096
+2,152
| +11% | +$40.3K | 0.01% | 299 |
|
|
2021
Q4 | $388K | Sell |
18,944
-480
| -2% | -$9.83K | 0.01% | 310 |
|
|
2021
Q3 | $360K | Hold |
19,424
| – | – | 0.01% | 307 |
|
|
2021
Q2 | $354K | Hold |
19,424
| – | – | 0.01% | 297 |
|
|
2021
Q1 | $315K | Hold |
19,424
| – | – | 0.01% | 293 |
|
|
2020
Q4 | $312K | Hold |
19,424
| – | – | 0.02% | 295 |
|
|
2020
Q3 | $280K | Sell |
19,424
-2,176
| -10% | -$31.4K | 0.02% | 293 |
|
|
2020
Q2 | $274K | Hold |
21,600
| – | – | 0.02% | 287 |
|
|
2020
Q1 | $215K | Sell |
21,600
-1,720
| -7% | -$17.1K | 0.01% | 309 |
|
|
2019
Q4 | $271K | Buy |
23,320
+1,720
| +8% | +$20K | 0.02% | 318 |
|
|
2019
Q3 | $227K | Hold |
21,600
| – | – | 0.02% | 322 |
|
|
2019
Q2 | $225K | Hold |
21,600
| – | – | 0.02% | 322 |
|
|
2019
Q1 | $214K | Buy |
+21,600
| New | +$214K | 0.02% | 320 |
|
|
2018
Q4 | – | Sell |
-21,600
| Closed | -$221K | – | 404 |
|
|
2018
Q3 | $221K | Sell |
21,600
-640
| -3% | -$6.55K | 0.02% | 318 |
|
|
2018
Q2 | $211K | Buy |
+22,240
| New | +$211K | 0.02% | 302 |
|
|
2017
Q4 | – | Sell |
-24,800
| Closed | -$205K | – | 318 |
|
|
2017
Q3 | $205K | Buy |
+24,800
| New | +$205K | 0.03% | 269 |
|