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

CSIA

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

MTC

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

Pinnacle Associates's SCHH Position: Q3 2022 in Review

Pinnacle Associates sold out of Schwab US REIT ETF (SCHH) in Q3 2022, closing a stake of 16,977 shares — an estimated $358K sold.

Pinnacle Associates first reported a position in SCHH in Q2 2020 and held it in 9 quarters. The position peaked at $358K in Q2 2022. 455 funds tracked by Wall St. Rank hold SCHH as of Q3 2022.

Pinnacle Associates reported no remaining Schwab US REIT ETF position as of Q3 2022 after selling out during the quarter.
Pinnacle Associates sold 16,977 Schwab US REIT ETF shares in Q3 2022, an estimated $358K.
Pinnacle Associates first reported a position in Schwab US REIT ETF in Q2 2020 and held it in 9 quarters.
Pinnacle Associates's Schwab US REIT ETF position peaked at $358K in Q2 2022.
455 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2022.

Based on Pinnacle Associates's 13F filing for Q3 2022, filed 1 Nov 2022.