Pinnacle Financial Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.44M | Buy |
18,459
+16,664
| +928% | +$1.3M | 0.03% | 252 |
|
|
2024
Q4 | $116K | Hold |
1,795
| – | – | ﹤0.01% | 456 |
|
|
2024
Q3 | $116K | Hold |
1,795
| – | – | ﹤0.01% | 455 |
|
|
2024
Q2 | $130K | Sell |
1,795
-92,185
| -98% | -$6.67M | ﹤0.01% | 450 |
|
|
2024
Q1 | $6.8M | Buy |
93,980
+640
| +0.7% | +$46.3K | 0.15% | 147 |
|
|
2023
Q4 | $6.42M | Buy |
93,340
+531
| +0.6% | +$36.5K | 0.15% | 144 |
|
|
2023
Q3 | $5.1M | Sell |
92,809
-31
| -0% | -$1.7K | 0.13% | 149 |
|
|
2023
Q2 | $5.26M | Buy |
92,840
+209
| +0.2% | +$11.8K | 0.13% | 145 |
|
|
2023
Q1 | $4.85M | Buy |
92,631
+6,780
| +8% | +$355K | 0.13% | 143 |
|
|
2022
Q4 | $7.15M | Sell |
85,851
-85
| -0.1% | -$7.08K | 0.21% | 113 |
|
|
2022
Q3 | $6.18M | Buy |
85,936
+531
| +0.6% | +$38.2K | 0.22% | 119 |
|
|
2022
Q2 | $5.4M | Buy |
85,405
+1,296
| +2% | +$81.9K | 0.19% | 131 |
|
|
2022
Q1 | $7.09M | Buy |
84,109
+1,922
| +2% | +$162K | 0.22% | 121 |
|
|
2021
Q4 | $6.91M | Buy |
82,187
+6,292
| +8% | +$529K | 0.22% | 123 |
|
|
2021
Q3 | $5.53M | Buy |
+75,895
| New | +$5.53M | 0.19% | 132 |
|
|
2018
Q4 | – | Sell |
-8,064
| Closed | -$396K | – | 405 |
|
|
2018
Q3 | $396K | Buy |
8,064
+355
| +5% | +$17.4K | 0.03% | 253 |
|
|
2018
Q2 | $394K | Buy |
7,709
+2,031
| +36% | +$104K | 0.04% | 241 |
|
|
2018
Q1 | $297K | Hold |
5,678
| – | – | 0.03% | 256 |
|
|
2017
Q4 | $291K | Buy |
5,678
+407
| +8% | +$20.9K | 0.03% | 261 |
|
|
2017
Q3 | $231K | Buy |
+5,271
| New | +$231K | 0.03% | 260 |
|