Pinnacle Associates
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Pinnacle Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pinnacle Associates’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$880K Sell
24,503
-25
-0.1% -$876 0.01% 557
2026
Q2 		$830K Sell
24,528
-1,008
-4% -$33.4K 0.01% 576
2026
Q1 		$744K Sell
25,536
-48
-0.2% -$1.49K 0.01% 575
2025
Q4 		$835K Sell
25,584
-517
-2% -$16.8K 0.01% 553
2025
Q3 		$833K Buy
26,101
+90
+0.3% +$2.74K 0.01% 544
2025
Q2 		$760K Buy
26,011
+12,167
+88% +$322K 0.01% 558
2025
Q1 		$347K Buy
13,844
+937
+7% +$25.7K 0.01% 684
2024
Q4 		$360K Sell
12,907
-625
-5% -$17.1K ﹤0.01% 671
2024
Q3 		$281K Sell
13,532
-60
-0.4% -$1.51K ﹤0.01% 691
2024
Q2 		$343K Buy
13,592
+80
+0.6% +$1.89K 0.01% 660
2024
Q1 		$313K Sell
13,512
-20
-0.1% -$442 ﹤0.01% 693
2023
Q4 		$281K Sell
13,532
-280
-2% -$5.42K ﹤0.01% 701
2023
Q3 		$251K Sell
13,812
-80
-0.6% -$1.51K ﹤0.01% 707
2023
Q2 		$260K Buy
13,892
+60
+0.4% +$1.03K ﹤0.01% 717
2023
Q1 		$225K Buy
+13,832
New +$210K ﹤0.01% 699
2022
Q2 		– Sell
-16,656
Closed -$312K – 783
2022
Q1 		$312K Hold
16,656
– – 0.01% 659
2021
Q4 		$341K Buy
16,656
+8
+0% +$160 0.01% 642
2021
Q3 		$308K Sell
16,648
-80
-0.5% -$1.52K 0.01% 640
2021
Q2 		$305K Sell
16,728
-232
-1% -$4.01K 0.01% 647
2021
Q1 		$275K Buy
16,960
+496
+3% +$8.07K 0.01% 639
2020
Q4 		$264K Buy
16,464
+600
+4% +$9.1K 0.01% 624
2020
Q3 		$228K Buy
+15,864
New +$221K 0.01% 616
2019
Q4 		– Sell
-34,776
Closed -$365K – 734
2019
Q3 		$365K Buy
+34,776
New +$367K 0.01% 580

Other funds holding SCHG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Pinnacle Associates's SCHG Position: Q3 2026 in Review

Pinnacle Associates reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.1% in Q3 2026, selling an estimated $876 and leaving 24,503 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #557.

Pinnacle Associates first reported a position in SCHG in Q3 2019 and has held it in 23 quarters since. 1,131 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Pinnacle Associates held 24,503 shares of Schwab US Large-Cap Growth ETF worth $880K as of Q3 2026.
  • Pinnacle Associates sold 25 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $876.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #557 holding.
  • Pinnacle Associates first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 23 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.