Pinnacle Financial Partners Inc Schwab Strategic Tr Us Emergin Transaction History

Pinnacle Financial Partners Inc

$4.05 Billion
Q3 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 28, 2025	SELL	$30.13 - $33.37 $249,054 - $275,836	-8,266 Closed	0 $0
Q4 2023 Jan 22, 2024	SELL	$23.04 - $24.89 $43,706 - $47,216	-1,897 Reduced 18.67%	8,266 $204,000
Q2 2023 Aug 07, 2023	BUY	$23.66 - $25.54 $236 - $255	10 Added 0.1%	10,163 $250,000
Q4 2022 Feb 03, 2023	BUY	$21.59 - $24.95 $993 - $1,147	46 Added 0.46%	10,153 $240,000
Q2 2022 Jul 29, 2022	BUY	$24.51 - $28.87 $122 - $144	5 Added 0.05%	10,107 $257,000

Q1 2022 May 02, 2022	BUY	$25.61 - $30.82 $25 - $30	1 Added 0.01%	10,102 $281,000
Q4 2021 Feb 01, 2022	BUY	$28.68 - $31.96 $1,089 - $1,214	38 Added 0.38%	10,101 $299,000
Q2 2021 Jul 21, 2021	BUY	$31.06 - $33.61 $341 - $369	11 Added 0.11%	10,063 $331,000
Q1 2021 Apr 19, 2021	BUY	$30.78 - $34.63 $984 - $1,108	32 Added 0.32%	10,052 $308,000
Q2 2020 Jul 28, 2020	BUY	$19.87 - $25.05 $139 - $175	7 Added 0.07%	10,020 $244,000
Q4 2019 Feb 06, 2020	BUY	$24.83 - $27.51 $1,167 - $1,292	47 Added 0.47%	10,013 $274,000
Q3 2019 Oct 25, 2019	SELL	$25.08 - $25.94 $32,428 - $33,540	-1,293 Reduced 11.48%	9,966 $250,000
Q4 2018 Feb 04, 2019	BUY	N/A	11,259 New	11,259 $265,000

Others Institutions Holding SCHE

# of Institutions

892

Shares Held

156M

Call Options Held

18.3K

Put Options Held

0

Creative Planning Overland Park, KS

19.1M
Shares

$647 Million
0.49% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

16.7M
Shares

$565 Million
1.07% of portfolio
High Tower Advisors, LLC Chicago, IL

10.4M
Shares

$353 Million
0.41% of portfolio
Us Bancorp \De\

6.51M
Shares

$220 Million
0.26% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.71M
Shares

$125 Million
4.27% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

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