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Pinnacle Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pinnacle Associates’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.02M Sell
103,928
-1,393
-1% -$41.8K 0.04% 331
2025
Q4 		$3M Sell
105,321
-2,910
-3% -$82.2K 0.04% 330
2025
Q3 		$3.02M Sell
108,231
-1,717
-2% -$45.9K 0.04% 325
2025
Q2 		$2.78M Sell
109,948
-428
-0.4% -$10.1K 0.04% 332
2025
Q1 		$2.59M Sell
110,376
-1,746
-2% -$44.5K 0.04% 336
2024
Q4 		$2.9M Sell
112,122
-10,764
-9% -$286K 0.04% 315
2024
Q3 		$2.9M Buy
122,886
+6,112
+5% +$152K 0.05% 302
2024
Q2 		$2.77M Sell
116,774
-5,310
-4% -$126K 0.04% 317
2024
Q1 		$3.01M Sell
122,084
-802
-0.7% -$18.8K 0.05% 309
2023
Q4 		$2.9M Buy
122,886
+900
+0.7% +$19K 0.05% 305
2023
Q3 		$2.53M Buy
121,986
+8,008
+7% +$176K 0.05% 319
2023
Q2 		$2.5M Buy
113,978
+1,500
+1% +$31.3K 0.04% 326
2023
Q1 		$2.36M Buy
112,478
+3,126
+3% +$67.2K 0.05% 287
2022
Q4 		$2.21M Buy
109,352
+1,798
+2% +$36.8K 0.05% 289
2022
Q3 		$2.03M Sell
107,554
-5,238
-5% -$110K 0.05% 285
2022
Q2 		$2.2M Sell
112,792
-5,144
-4% -$110K 0.05% 288
2022
Q1 		$2.79M Buy
117,936
+2,348
+2% +$55.4K 0.05% 288
2021
Q4 		$2.96M Buy
115,588
+7,016
+6% +$182K 0.05% 286
2021
Q3 		$2.72M Sell
108,572
-1,880
-2% -$47.7K 0.05% 291
2021
Q2 		$2.88M Buy
110,452
+7,016
+7% +$179K 0.05% 290
2021
Q1 		$2.58M Buy
103,436
+11,944
+13% +$294K 0.05% 292
2020
Q4 		$2.04M Buy
91,492
+18,132
+25% +$361K 0.04% 297
2020
Q3 		$1.25M Buy
73,360
+3,076
+4% +$53K 0.03% 336
2020
Q2 		$1.15M Buy
70,284
+8,880
+14% +$133K 0.03% 343
2020
Q1 		$791K Sell
61,404
-27,912
-31% -$474K 0.02% 370
2019
Q4 		$1.69M Buy
89,316
+64
+0.1% +$1.16K 0.04% 328
2019
Q3 		$1.56M Buy
89,252
+944
+1% +$16.7K 0.04% 340
2019
Q2 		$1.58M Sell
88,308
-1,316
-1% -$23.3K 0.04% 340
2019
Q1 		$1.57M Buy
89,624
+1,816
+2% +$31.1K 0.04% 341
2018
Q4 		$1.33M Sell
87,808
-356
-0.4% -$6.02K 0.03% 348
2018
Q3 		$1.68M Buy
88,164
+936
+1% +$17.8K 0.03% 339
2018
Q2 		$1.6M Sell
87,228
-8,536
-9% -$154K 0.03% 339
2018
Q1 		$1.66M Buy
95,764
+204
+0.2% +$3.6K 0.03% 337
2017
Q4 		$1.67M Sell
95,560
-352
-0.4% -$6.03K 0.03% 330
2017
Q3 		$1.61M Buy
95,912
+208
+0.2% +$3.34K 0.03% 335
2017
Q2 		$1.53M Sell
95,704
-416
-0.4% -$6.57K 0.03% 342
2017
Q1 		$1.51M Buy
96,120
+1,100
+1% +$17.2K 0.03% 348
2016
Q4 		$1.46M Buy
95,020
+384
+0.4% +$5.65K 0.03% 343
2016
Q3 		$1.36M Buy
94,636
+680
+0.7% +$9.65K 0.03% 342
2016
Q2 		$1.27M Buy
93,956
+1,048
+1% +$13.9K 0.03% 345
2016
Q1 		$1.21M Buy
92,908
+5,080
+6% +$61.5K 0.03% 344
2015
Q4 		$1.14M Buy
87,828
+1,660
+2% +$22.2K 0.02% 346
2015
Q3 		$1.09M Buy
86,168
+1,920
+2% +$26.4K 0.02% 334
2015
Q2 		$1.21M Buy
84,248
+2,260
+3% +$32.8K 0.02% 347
2015
Q1 		$1.18M Sell
81,988
-6,772
-8% -$94.6K 0.02% 347
2014
Q4 		$1.22M Buy
+88,760
New +$1.18M 0.02% 338

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pinnacle Associates's SCHA Position: Q1 2026 in Review

Pinnacle Associates reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.3% in Q1 2026, selling an estimated $41.8K and leaving 103,928 shares worth $3.02M. The position accounts for 0.04% of the portfolio, ranked #331.

Pinnacle Associates first reported a position in SCHA in Q4 2014 and has held it in 46 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Pinnacle Associates held 103,928 shares of Schwab U.S Small- Cap ETF worth $3.02M as of Q1 2026.
  • Pinnacle Associates sold 1,393 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $41.8K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Pinnacle Associates's portfolio in Q1 2026, its #331 holding.
  • Pinnacle Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.