Pinnacle Financial Partners’s Schwab US Large- Cap ETF SCHX 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 | $294K | Buy |
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|
2025
Q1 | $139K | Buy |
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|
2024
Q4 | $136K | Sell |
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|
2024
Q3 | $136K | Hold |
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|
2024
Q2 | $124K | Hold |
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|
2024
Q1 | $124K | Hold |
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|
2023
Q4 | $113K | Hold |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $105K | Hold |
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|
2023
Q1 | $96.7K | Hold |
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|
2022
Q4 | $90.3K | Hold |
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|
2022
Q3 | $85K | Hold |
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|
2022
Q2 | $89K | Hold |
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|
2022
Q1 | $108K | Hold |
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|
2021
Q4 | $114K | Buy |
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