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PINNACLE ASSOCIATES LTD: SCHW position timeline

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

PINNACLE ASSOCIATES LTD held 25,749 SCHW 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 25,749 shares
    Change vs previous 13F +1,636 shares

    0.03% of the 13F portfolio, value $2,375,860.

    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 24,113 shares
    Change vs previous 13F +2,254 shares

    0.03% of the 13F portfolio, value $2,266,140.

    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 21,859 shares
    Change vs previous 13F -1,527 shares

    0.03% of the 13F portfolio, value $2,183,933.

    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 23,386 shares
    Change vs previous 13F +51 shares

    0.03% of the 13F portfolio, value $2,232,627.

    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 23,335 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $2,129,082.

    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 23,388 shares
    Change vs previous 13F -793 shares

    0.03% of the 13F portfolio, value $1,830,849.

    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 24,181 shares
    Change vs previous 13F -68,356 shares

    0.02% of the 13F portfolio, value $1,789,600.

    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 92,537 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,366,552.

    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).