Pinnacle Financial Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $548K | Buy |
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|
2025
Q1 | $383K | Buy |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $381K | Buy |
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|
2024
Q2 | $372K | Hold |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $343K | Buy |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $295K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $280K | Buy |
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|
2022
Q1 | $338K | Buy |
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|
2021
Q4 | $357K | Buy |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $218K | Buy |
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|
2020
Q4 | $177K | Hold |
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|
2020
Q3 | $177K | Buy |
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|
2020
Q2 | $167K | Buy |
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|
2020
Q1 | $134K | Sell |
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|
2019
Q4 | $235K | Buy |
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|
2019
Q3 | $220K | Buy |
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|
2019
Q2 | $221K | Hold |
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|
2019
Q1 | $214K | Buy |
|