Pinnacle Financial Partners Inc Schwab Strategic U.S. Mid Cap Transaction History

Pinnacle Financial Partners Inc

$4.82 Billion
Q1 2025

A detailed history of Pinnacle Financial Partners Inc transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Pinnacle Financial Partners Inc holds 13,806 shares of SCHM stock, worth $373,452. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,806

Previous 4,588 200.92%

Holding current value

$373,452

Previous $127,000 184.25%

% of portfolio

0.01%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$25.58 - $29.24 $235,796 - $269,534	9,218 Added 200.92%	13,806 $361,000
Q3 2024 Nov 05, 2024	BUY	$75.47 - $83.18 $1,811 - $1,996	24 Added 0.53%	4,588 $381,000
Q1 2024 Apr 30, 2024	BUY	$72.89 - $81.43 $801 - $895	11 Added 0.24%	4,564 $371,000
Q4 2023 Jan 22, 2024	BUY	$63.01 - $75.95 $1,008 - $1,215	16 Added 0.35%	4,553 $342,000
Q3 2023 Nov 03, 2023	BUY	$66.75 - $73.98 $867 - $961	13 Added 0.29%	4,537 $307,000
Q2 2023 Aug 07, 2023	BUY	$65.29 - $71.03 $914 - $994	14 Added 0.31%	4,524 $321,000
Q1 2023 Apr 26, 2023	BUY	$64.24 - $73.9 $770 - $886	12 Added 0.27%	4,510 $306,000
Q4 2022 Feb 03, 2023	BUY	$61.05 - $69.94 $1,037 - $1,188	17 Added 0.38%	4,498 $295,000
Q3 2022 Oct 31, 2022	BUY	$60.5 - $72.51 $907 - $1,087	15 Added 0.34%	4,481 $271,000
Q2 2022 Jul 29, 2022	BUY	$60.91 - $76.4 $913 - $1,146	15 Added 0.34%	4,466 $280,000
Q1 2022 May 02, 2022	BUY	$70.66 - $80.89 $777 - $889	11 Added 0.25%	4,451 $338,000
Q4 2021 Feb 01, 2022	BUY	$76.01 - $83.39 $92,048 - $100,985	1,211 Added 37.5%	4,440 $357,000
Q3 2021 Oct 26, 2021	BUY	$74.65 - $80.95 $821 - $890	11 Added 0.34%	3,229 $248,000
Q2 2021 Jul 21, 2021	BUY	$74.64 - $79.12 $1,044 - $1,107	14 Added 0.44%	3,218 $252,000
Q1 2021 Apr 19, 2021	BUY	$67.07 - $76.85 $871 - $999	13 Added 0.41%	3,204 $218,000
Q3 2020 Oct 27, 2020	BUY	$51.99 - $58.83 $623 - $705	12 Added 0.38%	3,191 $177,000
Q2 2020 Jul 28, 2020	BUY	$39.01 - $57.03 $429 - $627	11 Added 0.35%	3,179 $167,000
Q1 2020 Apr 16, 2020	SELL	$35.83 - $62.24 $26,370 - $45,808	-736 Reduced 18.85%	3,168 $134,000
Q4 2019 Feb 06, 2020	BUY	$54.56 - $60.24 $872 - $963	16 Added 0.41%	3,904 $235,000
Q3 2019 Oct 25, 2019	BUY	$56.23 - $57.59 $1,349 - $1,382	24 Added 0.62%	3,888 $220,000
Q1 2019 May 02, 2019	BUY	N/A	3,864 New	3,864 $214,000

Others Institutions Holding SCHM

# of Institutions

1,003

Shares Held

283M

Call Options Held

45.7K

Put Options Held

5.47K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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Pinnacle Financial Partners Inc Schwab Strategic U.S. Mid Cap Transaction History