Pinnacle Associates LTD Schwab Us Aggregate Bond ETF Transaction History

Pinnacle Associates LTD

  • $6.3 Billion
  • Q3 2024

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 05, 2022
SELL
$50.05 - $53.52 $9,259 - $9,901
-185 Reduced 4.07%
4,363 $221,000
Q4 2021

Feb 02, 2022
SELL
$53.63 - $54.52 $8,044 - $8,178
-150 Reduced 3.19%
4,548 $245,000
Q3 2021

Oct 19, 2021
SELL
$54.26 - $55.17 $1,627 - $1,655
-30 Reduced 0.63%
4,698 $255,000
Q2 2021

Aug 02, 2021
SELL
$53.9 - $54.6 $1,886 - $1,911
-35 Reduced 0.73%
4,728 $258,000
Q1 2021

May 12, 2021
BUY
$53.75 - $55.97 $18,812 - $19,589
350 Added 7.93%
4,763 $257,000
Q4 2020

Jan 26, 2021
BUY
$55.56 - $56.23 $6,945 - $7,028
125 Added 2.92%
4,413 $247,000
Q2 2020

Aug 14, 2020
SELL
$54.35 - $56.24 $7,663 - $7,929
-141 Reduced 3.18%
4,288 $241,000
Q1 2020

May 13, 2020
SELL
$50.33 - $56.09 $1,258 - $1,402
-25 Reduced 0.56%
4,429 $240,000
Q3 2019

Nov 08, 2019
SELL
$53.15 - $53.86 $2,923 - $2,962
-55 Reduced 1.22%
4,454 $240,000
Q2 2019

Aug 05, 2019
SELL
N/A
-72 Reduced 1.57%
4,509 $239,000
Q1 2019

May 10, 2019
BUY
N/A
130 Added 2.92%
4,581 $238,000
Q4 2018

Feb 05, 2019
SELL
N/A
-1,730 Reduced 27.99%
4,451 $225,000
Q3 2018

Nov 13, 2018
SELL
N/A
-730 Reduced 10.56%
6,181 $311,000
Q2 2018

Aug 08, 2018
BUY
N/A
400 Added 6.14%
6,911 $350,000
Q1 2018

May 11, 2018
SELL
N/A
-75 Reduced 1.14%
6,511 $332,000
Q3 2017

Nov 13, 2017
SELL
N/A
-140 Reduced 2.08%
6,586 $345,000
Q2 2017

Aug 09, 2017
BUY
N/A
6,726
6,726 $351,000

Others Institutions Holding SCHZ

# of Institutions
629
Shares Held
83.3M
Call Options Held
100
Put Options Held
0
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
Track This Portfolio

Track Pinnacle Associates LTD Portfolio

Follow Pinnacle Associates LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Associates LTD, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Associates LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email