Pinnacle Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $139K | Buy |
6,000
+4,000
| +200% | +$92.7K | ﹤0.01% | 455 |
|
|
2024
Q4 | $136K | Sell |
2,000
-4,000
| -67% | -$271K | ﹤0.01% | 451 |
|
|
2024
Q3 | $136K | Hold |
6,000
| – | – | ﹤0.01% | 450 |
|
|
2024
Q2 | $124K | Hold |
6,000
| – | – | ﹤0.01% | 452 |
|
|
2024
Q1 | $124K | Hold |
6,000
| – | – | ﹤0.01% | 445 |
|
|
2023
Q4 | $113K | Hold |
6,000
| – | – | ﹤0.01% | 428 |
|
|
2023
Q3 | $101K | Hold |
6,000
| – | – | ﹤0.01% | 409 |
|
|
2023
Q2 | $105K | Hold |
6,000
| – | – | ﹤0.01% | 413 |
|
|
2023
Q1 | $96.7K | Hold |
6,000
| – | – | ﹤0.01% | 409 |
|
|
2022
Q4 | $90.3K | Hold |
6,000
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $85K | Hold |
6,000
| – | – | ﹤0.01% | 384 |
|
|
2022
Q2 | $89K | Hold |
6,000
| – | – | ﹤0.01% | 364 |
|
|
2022
Q1 | $108K | Hold |
6,000
| – | – | ﹤0.01% | 371 |
|
|
2021
Q4 | $114K | Buy |
+6,000
| New | +$114K | ﹤0.01% | 392 |
|