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Pinnacle Associates’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Pinnacle Associates’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,929
Closed -$451K – 883
2024
Q3 		$451K Buy
12,929
+150
+1% +$5.52K 0.01% 586
2024
Q2 		$455K Sell
12,779
-150
-1% -$5.35K 0.01% 599
2024
Q1 		$463K Hold
12,929
– – 0.01% 601
2023
Q4 		$451K Sell
12,929
-1,247
-9% -$40.5K 0.01% 594
2023
Q3 		$457K Sell
14,176
-937
-6% -$31.7K 0.01% 570
2023
Q2 		$510K Sell
15,113
-175
-1% -$5.92K 0.01% 573
2023
Q1 		$515K Sell
15,288
-799
-5% -$26.7K 0.01% 512
2022
Q4 		$506K Buy
16,087
+3,527
+28% +$107K 0.01% 493
2022
Q3 		$349K Buy
12,560
+3,338
+36% +$105K 0.01% 567
2022
Q2 		$288K Sell
9,222
-5,165
-36% -$179K 0.01% 621
2022
Q1 		$546K Sell
14,387
-1,275
-8% -$48.8K 0.01% 537
2021
Q4 		$641K Buy
15,662
+7,027
+81% +$293K 0.01% 520
2021
Q3 		$359K Sell
8,635
-600
-6% -$25.5K 0.01% 602
2021
Q2 		$384K Buy
9,235
+137
+2% +$5.72K 0.01% 596
2021
Q1 		$359K Buy
9,098
+1
+0% +$39 0.01% 587
2020
Q4 		$342K Buy
9,097
+175
+2% +$6.11K 0.01% 561
2020
Q3 		$290K Sell
8,922
-2,202
-20% -$70.3K 0.01% 568
2020
Q2 		$329K Sell
11,124
-1,075
-9% -$29.7K 0.01% 546
2020
Q1 		$298K Buy
+12,199
New +$375K 0.01% 555

Other funds holding SCHC

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Pinnacle Associates's SCHC Position: Q4 2024 in Review

Pinnacle Associates sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2024, closing a stake of 12,929 shares — an estimated $451K sold.

Pinnacle Associates first reported a position in SCHC in Q1 2020 and held it in 19 quarters. The position peaked at $641K in Q4 2021. 421 funds tracked by Wall St. Rank hold SCHC as of Q4 2024.

  • Pinnacle Associates reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Pinnacle Associates sold 12,929 Schwab International Small-Cap Equity ETF shares in Q4 2024, an estimated $451K.
  • Pinnacle Associates first reported a position in Schwab International Small-Cap Equity ETF in Q1 2020 and held it in 19 quarters.
  • Pinnacle Associates's Schwab International Small-Cap Equity ETF position peaked at $641K in Q4 2021.
  • 421 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2024.

Based on Pinnacle Associates's 13F filing for Q4 2024, filed 14 Feb 2025.