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Pinnacle Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pinnacle Associates’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.54M Sell
114,400
-1,135
-1% -$36.1K 0.05% 309
2025
Q4 		$3.47M Buy
115,535
+978
+0.9% +$29.2K 0.04% 303
2025
Q3 		$3.4M Sell
114,557
-5,962
-5% -$174K 0.05% 309
2025
Q2 		$3.38M Sell
120,519
-14,180
-11% -$374K 0.05% 304
2025
Q1 		$3.53M Buy
134,699
+17,473
+15% +$487K 0.05% 284
2024
Q4 		$3.25M Sell
117,226
-13,430
-10% -$383K 0.04% 297
2024
Q3 		$3.28M Buy
130,656
+3,984
+3% +$106K 0.06% 286
2024
Q2 		$3.29M Buy
126,672
+747
+0.6% +$19.5K 0.05% 287
2024
Q1 		$3.42M Sell
125,925
-4,731
-4% -$121K 0.05% 286
2023
Q4 		$3.28M Sell
130,656
-28,902
-18% -$662K 0.06% 289
2023
Q3 		$3.6M Buy
159,558
+18,957
+13% +$449K 0.07% 259
2023
Q2 		$3.33M Buy
140,601
+20,643
+17% +$465K 0.06% 283
2023
Q1 		$2.71M Buy
119,958
+12,909
+12% +$297K 0.06% 269
2022
Q4 		$2.34M Buy
107,049
+40,386
+61% +$885K 0.05% 279
2022
Q3 		$1.34M Sell
66,663
-20,616
-24% -$460K 0.03% 345
2022
Q2 		$1.82M Sell
87,279
-2,361
-3% -$54.5K 0.04% 313
2022
Q1 		$2.27M Buy
89,640
+17,469
+24% +$438K 0.04% 325
2021
Q4 		$1.94M Buy
72,171
+789
+1% +$21K 0.03% 355
2021
Q3 		$1.82M Sell
71,382
-1,176
-2% -$30.7K 0.03% 352
2021
Q2 		$1.89M Buy
72,558
+15,996
+28% +$413K 0.03% 340
2021
Q1 		$1.4M Buy
56,562
+957
+2% +$23.2K 0.03% 372
2020
Q4 		$1.26M Sell
55,605
-3,780
-6% -$78.8K 0.03% 368
2020
Q3 		$1.1M Buy
59,385
+2,520
+4% +$46.7K 0.03% 354
2020
Q2 		$997K Buy
56,865
+9,636
+20% +$157K 0.02% 363
2020
Q1 		$664K Buy
47,229
+1,920
+4% +$35.2K 0.02% 408
2019
Q4 		$908K Buy
45,309
+9,216
+26% +$178K 0.02% 432
2019
Q3 		$680K Buy
36,093
+12,696
+54% +$240K 0.02% 479
2019
Q2 		$445K Buy
23,397
+3,186
+16% +$59.6K 0.01% 546
2019
Q1 		$373K Buy
20,211
+6,315
+45% +$113K 0.01% 572
2018
Q4 		$222K Buy
+13,896
New +$243K 0.01% 628

Other funds holding SCHM

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pinnacle Associates's SCHM Position: Q1 2026 in Review

Pinnacle Associates reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.98% in Q1 2026, selling an estimated $36.1K and leaving 114,400 shares worth $3.54M. The position accounts for 0.05% of the portfolio, ranked #309.

Pinnacle Associates first reported a position in SCHM in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.6M in Q3 2023. 1,012 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Pinnacle Associates held 114,400 shares of Schwab US Mid-Cap ETF worth $3.54M as of Q1 2026.
  • Pinnacle Associates sold 1,135 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $36.1K.
  • Schwab US Mid-Cap ETF made up 0.05% of Pinnacle Associates's portfolio in Q1 2026, its #309 holding.
  • Pinnacle Associates first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Pinnacle Associates's Schwab US Mid-Cap ETF position peaked at $3.6M in Q3 2023.
  • 1,012 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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