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Pinnacle Associates’s Schwab US TIPS ETF SCHP Stock Holding History

Pinnacle Associates’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,312
Closed -$377K – 777
2021
Q1 		$377K Buy
12,312
+134
+1% +$4.13K 0.01% 578
2020
Q4 		$378K Buy
12,178
+270
+2% +$8.29K 0.01% 553
2020
Q3 		$367K Buy
+11,908
New +$365K 0.01% 536

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VOYA Investment Management
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UBS Group
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US Bancorp
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NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
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Pinnacle Associates's SCHP Position: Q2 2021 in Review

Pinnacle Associates sold out of Schwab US TIPS ETF (SCHP) in Q2 2021, closing a stake of 12,312 shares — an estimated $377K sold.

Pinnacle Associates first reported a position in SCHP in Q3 2020 and held it in 3 quarters. The position peaked at $378K in Q4 2020. 588 funds tracked by Wall St. Rank hold SCHP as of Q2 2021.

  • Pinnacle Associates reported no remaining Schwab US TIPS ETF position as of Q2 2021 after selling out during the quarter.
  • Pinnacle Associates sold 12,312 Schwab US TIPS ETF shares in Q2 2021, an estimated $377K.
  • Pinnacle Associates first reported a position in Schwab US TIPS ETF in Q3 2020 and held it in 3 quarters.
  • Pinnacle Associates's Schwab US TIPS ETF position peaked at $378K in Q4 2020.
  • 588 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2021.

Based on Pinnacle Associates's 13F filing for Q2 2021, filed 2 Aug 2021.