Pinnacle Bancorp, Inc.

Bank

Position in SCHW — Schwab Charles Corp

CIK 1703383 BEATRICE, NE

Position in SCHW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$259,555

-$4,810 QoQ

Shares Held

2,813

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,818

of 2,301 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 21% Shared 79% None 0%

Financial Services · as of Jun 30, 2026

Pinnacle Bancorp, Inc. holds $1,491,939 across 4 Capital Markets names. SCHW ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	5,080	$1,061,923
2	SCHW	Schwab Charles Corp This page	2,813	$259,555
3	GS	Goldman Sachs Group Inc	151	$152,716
4	LPLA	LPL Financial Holdings Inc.	63	$17,745

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,555	2,813	0.0%	Shares	Sole	2026-07-28
2026-03-31	$264,365	2,813	0.0%	Shares	Sole	2026-04-22
2025-12-31	$281,046	2,813	0.0%	Shares	Sole	2026-01-22
2025-09-30	$268,557	2,813	-8.5%	Shares	Sole	2025-10-24
2025-06-30	$280,563	3,075	0.0%	Shares	Sole	2025-07-11
2025-03-31	$240,711	3,075	0.0%	Shares	Sole	2025-04-23
2024-12-31	$227,580	3,075	+12.8%	Shares	Sole	2025-01-14
2024-09-30	$176,607	2,725	-7.3%	Shares	Sole	2024-10-09
2024-06-30	$216,722	2,941	0.0%	Shares	Sole	2024-07-15
2024-03-31	$212,751	2,941	0.0%	Shares	Sole	2024-04-16
2023-12-31	$202,340	2,941	+2.0%	Shares	Sole	2024-01-25
2023-09-30	$158,221	2,882	+1.8%	Shares	Sole	2023-10-18
2023-06-30	$160,517	2,832	+32.8%	Shares	Sole	2023-07-14
2023-03-31	$111,674	2,132	0.0%	Shares	Sole	2023-04-14
2022-12-31	$177,510	2,132	0.0%	Shares	Sole	2023-01-24
2022-09-30	$153,226	2,132	0.0%	Shares	Sole	2022-10-25
2022-06-30	$134,699	2,132	0.0%	Shares	Sole	2022-07-12
2022-03-31	$179,748	2,132	-18.4%	Shares	Sole	2022-04-14
2021-12-31	$219,837	2,614	0.0%	Shares	Sole	2022-01-19
2021-09-30	$190,403	2,614	0.0%	Shares	Sole	2021-10-12
2021-06-30	$190,325	2,614	0.0%	Shares	Sole	2021-07-15
2021-03-31	$170,380	2,614	0.0%	Shares	Sole	2021-04-26
2020-12-31	$138,646	2,614	+7.9%	Shares	Sole	2021-01-13
2020-09-30	$87,749	2,422	+23.1%	Shares	Sole	2020-10-13
2020-06-30	$66,366	1,967	0.0%	Shares	Sole	2020-07-07
2020-03-31	$66,130	1,967	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.