Pinnacle Associates’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $244K | Buy |
10,508
+22
| +0.2% | +$515 | ﹤0.01% | 855 |
|
|
2025
Q4 | $245K | Buy |
10,486
+1,850
| +21% | +$43.4K | ﹤0.01% | 850 |
|
|
2025
Q3 | $203K | Buy |
+8,636
| New | +$201K | ﹤0.01% | 835 |
|
|
2022
Q3 | – | Sell |
-8,726
| Closed | -$209K | – | 762 |
|
|
2022
Q2 | $209K | Hold |
8,726
| – | – | ﹤0.01% | 698 |
|
|
2022
Q1 | $221K | Sell |
8,726
-370
| -4% | -$9.61K | ﹤0.01% | 737 |
|
|
2021
Q4 | $245K | Sell |
9,096
-300
| -3% | -$8.11K | ﹤0.01% | 716 |
|
|
2021
Q3 | $255K | Sell |
9,396
-60
| -0.6% | -$1.65K | ﹤0.01% | 675 |
|
|
2021
Q2 | $258K | Sell |
9,456
-70
| -0.7% | -$1.9K | ﹤0.01% | 680 |
|
|
2021
Q1 | $257K | Buy |
9,526
+700
| +8% | +$19.2K | ﹤0.01% | 656 |
|
|
2020
Q4 | $247K | Buy |
8,826
+250
| +3% | +$6.99K | 0.01% | 634 |
|
|
2020
Q3 | $240K | Hold |
8,576
| – | – | 0.01% | 606 |
|
|
2020
Q2 | $241K | Sell |
8,576
-282
| -3% | -$7.85K | 0.01% | 596 |
|
|
2020
Q1 | $240K | Sell |
8,858
-50
| -0.6% | -$1.35K | 0.01% | 580 |
|
|
2019
Q4 | $238K | Hold |
8,908
| – | – | 0.01% | 642 |
|
|
2019
Q3 | $240K | Sell |
8,908
-110
| -1% | -$2.94K | 0.01% | 635 |
|
|
2019
Q2 | $239K | Sell |
9,018
-144
| -2% | -$3.75K | 0.01% | 636 |
|
|
2019
Q1 | $238K | Buy |
9,162
+260
| +3% | +$6.63K | 0.01% | 641 |
|
|
2018
Q4 | $225K | Sell |
8,902
-3,460
| -28% | -$86.4K | 0.01% | 626 |
|
|
2018
Q3 | $311K | Sell |
12,362
-1,460
| -11% | -$36.9K | 0.01% | 598 |
|
|
2018
Q2 | $350K | Buy |
13,822
+800
| +6% | +$20.2K | 0.01% | 566 |
|
|
2018
Q1 | $332K | Sell |
13,022
-150
| -1% | -$3.84K | 0.01% | 562 |
|
|
2017
Q4 | $343K | Hold |
13,172
| – | – | 0.01% | 551 |
|
|
2017
Q3 | $345K | Sell |
13,172
-280
| -2% | -$7.34K | 0.01% | 554 |
|
|
2017
Q2 | $351K | Buy |
13,452
+240
| +2% | +$6.26K | 0.01% | 550 |
|
|
2017
Q1 | $342K | Sell |
13,212
-370
| -3% | -$9.55K | 0.01% | 542 |
|
|
2016
Q4 | $350K | Sell |
13,582
-90
| -0.7% | -$2.35K | 0.01% | 533 |
|
|
2016
Q3 | $367K | Sell |
13,672
-30
| -0.2% | -$805 | 0.01% | 513 |
|
|
2016
Q2 | $368K | Buy |
13,702
+620
| +5% | +$16.4K | 0.01% | 513 |
|
|
2016
Q1 | $345K | Sell |
13,082
-308
| -2% | -$8.04K | 0.01% | 507 |
|
|
2015
Q4 | $345K | Buy |
13,390
+360
| +3% | +$9.33K | 0.01% | 514 |
|
|
2015
Q3 | $340K | Sell |
13,030
-130
| -1% | -$3.37K | 0.01% | 503 |
|
|
2015
Q2 | $340K | Buy |
13,160
+190
| +1% | +$4.97K | 0.01% | 525 |
|
|
2015
Q1 | $343K | Buy |
12,970
+610
| +5% | +$16.1K | 0.01% | 526 |
|
|
2014
Q4 | $324K | Buy |
12,360
+3,990
| +48% | +$104K | 0.01% | 520 |
|
|
2014
Q3 | $217K | Buy |
+8,370
| New | +$217K | ﹤0.01% | 580 |
|
Other funds holding SCHZ
RIM
APP
CST
KBFS
Pinnacle Associates's SCHZ Position: Q1 2026 in Review
Pinnacle Associates increased its Schwab US Aggregate Bond ETF (SCHZ) stake by 0.21% in Q1 2026, buying an estimated $515 and bringing the position to 10,508 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #855.
Pinnacle Associates first reported a position in SCHZ in Q3 2014 and has held it in 35 quarters since. The position peaked at $368K in Q2 2016. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.
- Pinnacle Associates held 10,508 shares of Schwab US Aggregate Bond ETF worth $244K as of Q1 2026.
- Pinnacle Associates bought 22 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $515.
- Schwab US Aggregate Bond ETF made up ﹤0.01% of Pinnacle Associates's portfolio in Q1 2026, its #855 holding.
- Pinnacle Associates first reported a position in Schwab US Aggregate Bond ETF in Q3 2014 and has held it in 35 quarters since.
- Pinnacle Associates's Schwab US Aggregate Bond ETF position peaked at $368K in Q2 2016.
- 663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.