Skip to content
Disclosery

PINNACLE ASSOCIATES LTD: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PINNACLE ASSOCIATES LTD on SCHD, newest first. How the timeline and the estimate are built.

PINNACLE ASSOCIATES LTD held 1,527,109 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,527,109 shares
    Change vs previous 13F +57,420 shares

    0.53% of the 13F portfolio, value $48,424,628.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,469,689 shares
    Change vs previous 13F +14,628 shares

    0.58% of the 13F portfolio, value $45,090,069.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,455,061 shares
    Change vs previous 13F -20,925 shares

    0.51% of the 13F portfolio, value $39,912,316.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,475,986 shares
    Change vs previous 13F -51,757 shares

    0.53% of the 13F portfolio, value $40,294,424.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,527,743 shares
    Change vs previous 13F -40,631 shares

    0.59% of the 13F portfolio, value $40,485,189.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,568,374 shares
    Change vs previous 13F -568,005 shares

    0.64% of the 13F portfolio, value $43,851,750.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,136,379 shares
    Change vs previous 13F +1,501,209 shares

    0.79% of the 13F portfolio, value $58,365,865.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 635,170 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $48,355,498.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).