Pinnacle Financial Partners’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $56.6K | Buy |
2,000
+1,000
| +100% | +$28.3K | ﹤0.01% | 483 |
|
|
2024
Q4 | $55.3K | Sell |
1,000
-1,000
| -50% | -$55.3K | ﹤0.01% | 477 |
|
|
2024
Q3 | $55.3K | Hold |
2,000
| – | – | ﹤0.01% | 476 |
|
|
2024
Q2 | $50.7K | Hold |
2,000
| – | – | ﹤0.01% | 479 |
|
|
2024
Q1 | $50.7K | Sell |
2,000
-3,060
| -60% | -$77.5K | ﹤0.01% | 474 |
|
|
2023
Q4 | $117K | Hold |
5,060
| – | – | ﹤0.01% | 426 |
|
|
2023
Q3 | $104K | Sell |
5,060
-940
| -16% | -$19.4K | ﹤0.01% | 407 |
|
|
2023
Q2 | $128K | Hold |
6,000
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $119K | Hold |
6,000
| – | – | ﹤0.01% | 400 |
|
|
2022
Q4 | $111K | Hold |
6,000
| – | – | ﹤0.01% | 389 |
|
|
2022
Q3 | $104K | Buy |
+6,000
| New | +$104K | ﹤0.01% | 373 |
|