Pinnacle Associates’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Pinnacle Associates’s Portfolio SCHR Stock Details SCHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$219K	Buy	+9,225	New	+$224K	﹤0.01%	902

Other funds holding SCHR

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.8B AUM 17.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Pinnacle Associates's SCHR Position: Q3 2026 in Review

Pinnacle Associates opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2026: 9,225 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #902 among its holdings.

302 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Pinnacle Associates held 9,225 shares of Schwab Intermediately-Term US Treasury ETF worth $219K as of Q3 2026.
Schwab Intermediately-Term US Treasury ETF was a new Pinnacle Associates position in Q3 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #902 holding.
302 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

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