PA
SCHX icon

Pinnacle Associates’s Schwab US Large- Cap ETF SCHX Stock Holding History

Pinnacle Associates’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.86M Sell
111,354
-3,495
-3% -$93.8K 0.04% 343
2025
Q4 		$3.09M Sell
114,849
-1,756
-2% -$46.9K 0.04% 323
2025
Q3 		$3.07M Buy
116,605
+370
+0.3% +$9.4K 0.04% 322
2025
Q2 		$2.84M Sell
116,235
-1,941
-2% -$43.9K 0.04% 330
2025
Q1 		$2.61M Buy
118,176
+2,424
+2% +$56.4K 0.04% 333
2024
Q4 		$2.68M Buy
115,752
+41,805
+57% +$974K 0.04% 336
2024
Q3 		$1.39M Buy
73,947
+3,684
+5% +$80.3K 0.02% 411
2024
Q2 		$1.5M Sell
70,263
-4,002
-5% -$82.7K 0.02% 410
2024
Q1 		$1.54M Buy
74,265
+318
+0.4% +$6.26K 0.02% 414
2023
Q4 		$1.39M Sell
73,947
-2,130
-3% -$37.4K 0.02% 417
2023
Q3 		$1.28M Sell
76,077
-177
-0.2% -$3.1K 0.02% 417
2023
Q2 		$1.33M Buy
76,254
+1,722
+2% +$28.4K 0.02% 425
2023
Q1 		$1.2M Buy
74,532
+756
+1% +$11.9K 0.02% 382
2022
Q4 		$1.11M Buy
73,776
+1,551
+2% +$23.5K 0.02% 387
2022
Q3 		$1.02M Buy
72,225
+585
+0.8% +$9.18K 0.02% 393
2022
Q2 		$1.07M Sell
71,640
-2,043
-3% -$33.1K 0.02% 395
2022
Q1 		$1.32M Sell
73,683
-6,333
-8% -$112K 0.02% 408
2021
Q4 		$1.52M Buy
80,016
+2,292
+3% +$42.3K 0.03% 382
2021
Q3 		$1.35M Sell
77,724
-1,446
-2% -$25.8K 0.02% 395
2021
Q2 		$1.37M Sell
79,170
-888
-1% -$15K 0.02% 388
2021
Q1 		$1.28M Buy
80,058
+7,440
+10% +$117K 0.02% 382
2020
Q4 		$1.1M Sell
72,618
-1,362
-2% -$19.5K 0.02% 380
2020
Q3 		$994K Buy
73,980
+2,166
+3% +$28.8K 0.02% 366
2020
Q2 		$887K Sell
71,814
-2,436
-3% -$28.4K 0.02% 384
2020
Q1 		$758K Sell
74,250
-1,404
-2% -$17.1K 0.02% 385
2019
Q4 		$968K Sell
75,654
-2,208
-3% -$27.1K 0.02% 421
2019
Q3 		$920K Sell
77,862
-5,478
-7% -$64.6K 0.02% 414
2019
Q2 		$975K Sell
83,340
-8,088
-9% -$92.9K 0.02% 414
2019
Q1 		$1.03M Buy
91,428
+4,218
+5% +$45.7K 0.02% 406
2018
Q4 		$868K Sell
87,210
-9,972
-10% -$107K 0.02% 415
2018
Q3 		$1.13M Sell
97,182
-3,582
-4% -$40.7K 0.02% 392
2018
Q2 		$1.09M Sell
100,764
-2,028
-2% -$21.9K 0.02% 390
2018
Q1 		$1.08M Sell
102,792
-9,690
-9% -$105K 0.02% 386
2017
Q4 		$1.2M Sell
112,482
-5,430
-5% -$56.2K 0.02% 371
2017
Q3 		$1.18M Buy
117,912
+12
+0% +$118 0.02% 378
2017
Q2 		$1.14M Sell
117,900
-540
-0.5% -$5.15K 0.02% 381
2017
Q1 		$1.11M Buy
118,440
+5,340
+5% +$49.4K 0.02% 383
2016
Q4 		$1M Buy
113,100
+4,290
+4% +$37.3K 0.02% 386
2016
Q3 		$936K Buy
108,810
+2,100
+2% +$18K 0.02% 384
2016
Q2 		$885K Buy
106,710
+13,020
+14% +$107K 0.02% 385
2016
Q1 		$763K Sell
93,690
-6,150
-6% -$47.5K 0.02% 402
2015
Q4 		$808K Sell
99,840
-5,280
-5% -$43K 0.02% 397
2015
Q3 		$802K Buy
105,120
+3,060
+3% +$24.8K 0.02% 388
2015
Q2 		$839K Buy
102,060
+9,690
+10% +$81.4K 0.02% 399
2015
Q1 		$763K Buy
92,370
+390
+0.4% +$3.21K 0.01% 409
2014
Q4 		$752K Buy
91,980
+6,600
+8% +$52.8K 0.01% 404
2014
Q3 		$669K Buy
85,380
+56,820
+199% +$447K 0.01% 414
2014
Q2 		$223K Buy
28,560
+300
+1% +$2.27K ﹤0.01% 565
2014
Q1 		$211K Sell
28,260
-750
-3% -$5.49K ﹤0.01% 562
2013
Q4 		$213K Buy
+29,010
New +$204K ﹤0.01% 555

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Pinnacle Associates's SCHX Position: Q1 2026 in Review

Pinnacle Associates reduced its Schwab US Large- Cap ETF (SCHX) stake by 3% in Q1 2026, selling an estimated $93.8K and leaving 111,354 shares worth $2.86M. The position accounts for 0.04% of the portfolio, ranked #343.

Pinnacle Associates first reported a position in SCHX in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.09M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Pinnacle Associates held 111,354 shares of Schwab US Large- Cap ETF worth $2.86M as of Q1 2026.
  • Pinnacle Associates sold 3,495 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $93.8K.
  • Schwab US Large- Cap ETF made up 0.04% of Pinnacle Associates's portfolio in Q1 2026, its #343 holding.
  • Pinnacle Associates first reported a position in Schwab US Large- Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • Pinnacle Associates's Schwab US Large- Cap ETF position peaked at $3.09M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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