Pinnacle Financial Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $383K | Buy |
13,806
+9,218
| +201% | +$255K | 0.01% | 358 |
|
|
2024
Q4 | $381K | Sell |
4,588
-9,176
| -67% | -$762K | 0.01% | 352 |
|
|
2024
Q3 | $381K | Buy |
13,764
+72
| +0.5% | +$1.99K | 0.01% | 353 |
|
|
2024
Q2 | $372K | Hold |
13,692
| – | – | 0.01% | 352 |
|
|
2024
Q1 | $372K | Buy |
13,692
+33
| +0.2% | +$896 | 0.01% | 350 |
|
|
2023
Q4 | $343K | Buy |
13,659
+48
| +0.4% | +$1.21K | 0.01% | 348 |
|
|
2023
Q3 | $307K | Buy |
13,611
+39
| +0.3% | +$880 | 0.01% | 337 |
|
|
2023
Q2 | $321K | Buy |
13,572
+42
| +0.3% | +$994 | 0.01% | 331 |
|
|
2023
Q1 | $306K | Buy |
13,530
+36
| +0.3% | +$814 | 0.01% | 337 |
|
|
2022
Q4 | $295K | Buy |
13,494
+51
| +0.4% | +$1.12K | 0.01% | 334 |
|
|
2022
Q3 | $271K | Buy |
13,443
+45
| +0.3% | +$907 | 0.01% | 325 |
|
|
2022
Q2 | $280K | Buy |
13,398
+45
| +0.3% | +$940 | 0.01% | 322 |
|
|
2022
Q1 | $338K | Buy |
13,353
+33
| +0.2% | +$835 | 0.01% | 311 |
|
|
2021
Q4 | $357K | Buy |
13,320
+3,633
| +38% | +$97.4K | 0.01% | 324 |
|
|
2021
Q3 | $248K | Buy |
9,687
+33
| +0.3% | +$845 | 0.01% | 345 |
|
|
2021
Q2 | $252K | Buy |
9,654
+42
| +0.4% | +$1.1K | 0.01% | 331 |
|
|
2021
Q1 | $218K | Buy |
9,612
+39
| +0.4% | +$885 | 0.01% | 331 |
|
|
2020
Q4 | $177K | Hold |
9,573
| – | – | 0.01% | 343 |
|
|
2020
Q3 | $177K | Buy |
9,573
+36
| +0.4% | +$666 | 0.01% | 329 |
|
|
2020
Q2 | $167K | Buy |
9,537
+33
| +0.3% | +$578 | 0.01% | 314 |
|
|
2020
Q1 | $134K | Sell |
9,504
-2,208
| -19% | -$31.1K | 0.01% | 318 |
|
|
2019
Q4 | $235K | Buy |
11,712
+48
| +0.4% | +$963 | 0.01% | 336 |
|
|
2019
Q3 | $220K | Buy |
11,664
+72
| +0.6% | +$1.36K | 0.02% | 325 |
|
|
2019
Q2 | $221K | Hold |
11,592
| – | – | 0.02% | 325 |
|
|
2019
Q1 | $214K | Buy |
+11,592
| New | +$214K | 0.02% | 321 |
|