Pinnacle Associates’s Schwab US REIT ETF SCHH Stock Holding History

Pinnacle Associates’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-16,977	Closed	-$358K	–	761
2022 Q2	$358K	Buy	16,977 +4,369	+35%	+$101K	0.01%	574
2022 Q1	$314K	Hold	12,608	–	–	0.01%	656
2021 Q4	$332K	Sell	12,608 -1,200	-9%	-$29.6K	0.01%	647
2021 Q3	$315K	Buy	13,808 +1,196	+9%	+$28.5K	0.01%	635
2021 Q2	$289K	Buy	12,612 +150	+1%	+$3.33K	0.01%	653
2021 Q1	$256K	Sell	12,462 -2,822	-18%	-$55.2K	﹤0.01%	657
2020 Q4	$290K	Buy	15,284 +168	+1%	+$3.11K	0.01%	599
2020 Q3	$267K	Buy	15,116 +1,796	+13%	+$32.3K	0.01%	585
2020 Q2	$235K	Buy	+13,320	New	+$231K	0.01%	601

Other funds holding SCHH

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return