Pinnacle Associates LTD Schwab Strategic Tr Us Large C Transaction History

Pinnacle Associates LTD

  • $7.15 Billion
  • Q3 2025

A detailed history of Pinnacle Associates LTD transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pinnacle Associates LTD holds 116,605 shares of SCHX stock, worth $3.09 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
116,605
Previous 116,235 0.32%
Holding current value
$3.09 Million
Previous $2.84 Million 8.13%
% of portfolio
0.04%
Previous 0.04%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$24.46 - $26.5 $9,050 - $9,805
370 Added 0.32%
116,605 $3.07 Million
Q2 2025

Aug 04, 2025
SELL
$19.6 - $24.44 $38,043 - $47,438
-1,941 Reduced 1.64%
116,235 $2.84 Million
Q1 2025

May 06, 2025
BUY
$21.75 - $24.28 $52,722 - $58,854
2,424 Added 2.09%
118,176 $2.61 Million
Q4 2024

Feb 14, 2025
BUY
$22.4 - $68.28 $2.04 Million - $6.22 Million
91,103 Added 369.6%
115,752 $2.68 Million
Q3 2024

Oct 25, 2024
BUY
$61.11 - $67.85 $75,043 - $83,319
1,228 Added 5.24%
24,649 $1.67 Million
Q2 2024

Jul 30, 2024
SELL
$58.7 - $64.78 $78,305 - $86,416
-1,334 Reduced 5.39%
23,421 $1.5 Million
Q1 2024

Apr 26, 2024
BUY
$55.41 - $62.08 $5,873 - $6,580
106 Added 0.43%
24,755 $1.54 Million
Q4 2023

Jan 19, 2024
SELL
$48.47 - $56.6 $34,413 - $40,186
-710 Reduced 2.8%
24,649 $1.39 Million
Q3 2023

Oct 23, 2023
SELL
$50.36 - $54.21 $2,971 - $3,198
-59 Reduced 0.23%
25,359 $1.28 Million
Q2 2023

Jul 26, 2023
BUY
$47.67 - $52.37 $27,362 - $30,060
574 Added 2.31%
25,418 $1.33 Million
Q1 2023

May 04, 2023
BUY
$44.78 - $49.41 $11,284 - $12,451
252 Added 1.02%
24,844 $1.2 Million
Q4 2022

Jan 31, 2023
BUY
$42.25 - $48.16 $36,673 - $41,802
868 Added 3.66%
24,592 $1.11 Million
Q4 2022

Jan 25, 2023
SELL
$42.25 - $48.16 $14,829 - $16,904
-351 Reduced 1.46%
23,724 $0
Q3 2022

Oct 31, 2022
BUY
$42.35 - $51.01 $8,258 - $9,946
195 Added 0.82%
24,075 $1.02 Million
Q2 2022

Aug 02, 2022
SELL
$43.35 - $54.51 $29,521 - $37,121
-681 Reduced 2.77%
23,880 $1.07 Million
Q1 2022

May 05, 2022
BUY
$49.51 - $57.27 $555,749 - $642,855
11,225 Added 84.17%
24,561 $1.32 Million
Q4 2021

Feb 02, 2022
BUY
$51.9 - $57.29 $19,825 - $21,884
382 Added 2.95%
13,336 $1.52 Million
Q3 2021

Oct 19, 2021
SELL
$51.52 - $54.94 $12,416 - $13,240
-241 Reduced 1.83%
12,954 $1.35 Million
Q2 2021

Aug 02, 2021
SELL
$48.62 - $52.01 $7,195 - $7,697
-148 Reduced 1.11%
13,195 $1.37 Million
Q1 2021

May 12, 2021
BUY
$44.9 - $48.34 $55,676 - $59,941
1,240 Added 10.25%
13,343 $1.28 Million
Q4 2020

Jan 26, 2021
SELL
$39.35 - $45.48 $8,932 - $10,323
-227 Reduced 1.84%
12,103 $1.1 Million
Q3 2020

Oct 23, 2020
BUY
$37.26 - $43.03 $13,450 - $15,533
361 Added 3.02%
12,330 $994,000
Q2 2020

Aug 14, 2020
SELL
$29.25 - $38.76 $11,875 - $15,736
-406 Reduced 3.28%
11,969 $887,000
Q1 2020

May 13, 2020
SELL
$26.61 - $40.52 $6,226 - $9,481
-234 Reduced 1.86%
12,375 $758,000
Q4 2019

Feb 03, 2020
SELL
$34.42 - $38.54 $12,666 - $14,182
-368 Reduced 2.84%
12,609 $968,000
Q3 2019

Nov 08, 2019
SELL
$35.28 - $36.01 $32,210 - $32,877
-913 Reduced 6.57%
12,977 $920,000
Q2 2019

Aug 05, 2019
SELL
N/A
-1,348 Reduced 8.85%
13,890 $975,000
Q1 2019

May 10, 2019
BUY
N/A
703 Added 4.84%
15,238 $1.03 Million
Q4 2018

Feb 05, 2019
SELL
N/A
-1,662 Reduced 10.26%
14,535 $868,000
Q3 2018

Nov 13, 2018
SELL
N/A
-597 Reduced 3.55%
16,197 $1.13 Million
Q2 2018

Aug 08, 2018
SELL
N/A
-338 Reduced 1.97%
16,794 $1.09 Million
Q1 2018

May 11, 2018
SELL
N/A
-1,615 Reduced 8.61%
17,132 $1.08 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-905 Reduced 4.61%
18,747 $1.2 Million
Q3 2017

Nov 13, 2017
BUY
N/A
2 Added 0.01%
19,652 $1.18 Million
Q2 2017

Aug 09, 2017
BUY
N/A
19,650
19,650 $1.14 Million

Others Institutions Holding SCHX

# of Institutions
1,633
Shares Held
1.14B
Call Options Held
64.2K
Put Options Held
12K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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