Bank Hapoalim BM’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bank Hapoalim BM’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,140,000	Closed	-$23.6M	–	144
2024 Q1	$23.6M	Hold	1,140,000	–	–	3.05%	7
2023 Q4	$21.4M	Hold	1,140,000	–	–	2.93%	7
2023 Q3	$19.2M	Hold	1,140,000	–	–	3.11%	7
2023 Q2	$19.9M	Hold	1,140,000	–	–	2.84%	6
2023 Q1	$18.4M	Hold	1,140,000	–	–	2.54%	7
2022 Q4	$17.2M	Sell	1,140,000 -590,700	-34%	-$8.94M	2.14%	11
2022 Q3	$24.4M	Hold	1,730,700	–	–	3.07%	6
2022 Q2	$25.8M	Sell	1,730,700 -9,300	-0.5%	-$151K	3.21%	5
2022 Q1	$31.2M	Buy	1,740,000 +1,140,000	+190%	+$20.2M	3.25%	5
2021 Q4	$11.4M	Hold	600,000	–	–	1.14%	29
2021 Q3	$10.4M	Buy	600,000 +396,636	+195%	+$7.07M	1.09%	29
2021 Q2	$10.4M	Sell	203,364 -396,636	-66%	-$6.69M	1.18%	25
2021 Q1	$9.6M	Buy	+600,000	New	+$9.4M	1.22%	23

Other funds holding SCHX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank Hapoalim BM's SCHX Position: Q2 2024 in Review

Bank Hapoalim BM sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 1,140,000 shares — an estimated $23.6M sold.

Bank Hapoalim BM first reported a position in SCHX in Q1 2021 and held it in 13 quarters. The position peaked at $31.2M in Q1 2022. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

Bank Hapoalim BM reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
Bank Hapoalim BM sold 1,140,000 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $23.6M.
Bank Hapoalim BM first reported a position in Schwab US Large- Cap ETF in Q1 2021 and held it in 13 quarters.
Bank Hapoalim BM's Schwab US Large- Cap ETF position peaked at $31.2M in Q1 2022.
1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on Bank Hapoalim BM's 13F filing for Q2 2024, filed 23 Jul 2024.