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Bank of the West’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bank of the West’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
2022
Q4 		$281K Hold
18,696
– – 0.03% 202
2022
Q3 		$264K Buy
+18,696
New +$293K 0.03% 198

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Bank of the West's SCHX Position: Q4 2022 in Review

Bank of the West held its Schwab US Large- Cap ETF (SCHX) position steady in Q4 2022 at 18,696 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #202.

Bank of the West first reported a position in SCHX in Q3 2022 and has held it in 2 quarters since. 1,035 funds tracked by Wall St. Rank hold SCHX as of Q4 2022.

  • Bank of the West held 18,696 shares of Schwab US Large- Cap ETF worth $281K as of Q4 2022.
  • Bank of the West left its Schwab US Large- Cap ETF share count unchanged in Q4 2022.
  • Schwab US Large- Cap ETF made up 0.03% of Bank of the West's portfolio in Q4 2022, its #202 holding.
  • Bank of the West first reported a position in Schwab US Large- Cap ETF in Q3 2022 and has held it in 2 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2022.

Based on Bank of the West's 13F filing for Q4 2022, filed 1 Feb 2023.