BTS
SCHX icon

BB&T Securities’s Schwab US Large- Cap ETF SCHX Stock Holding History

BB&T Securities’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
2019
Q3 		$41.1M Buy
3,478,926
+31,152
+0.9% +$367K 0.38% 66
2019
Q2 		$40.3M Buy
3,447,774
+590,136
+21% +$6.78M 0.37% 69
2019
Q1 		$32.2M Sell
2,857,638
-514,362
-15% -$5.57M 0.31% 85
2018
Q4 		$33.6M Sell
3,372,000
-153,552
-4% -$1.65M 0.37% 72
2018
Q3 		$40.9M Buy
3,525,552
+3,385,176
+2,412% +$38.5M 0.4% 57
2018
Q2 		$1.52M Buy
140,376
+10,278
+8% +$111K 0.02% 682
2018
Q1 		$1.37M Buy
130,098
+18,588
+17% +$202K 0.02% 681
2017
Q4 		$1.19M Sell
111,510
-20,664
-16% -$214K 0.02% 688
2017
Q3 		$1.32M Buy
132,174
+2,706
+2% +$26.6K 0.02% 654
2017
Q2 		$1.25M Buy
129,468
+89,256
+222% +$851K 0.02% 654
2017
Q1 		$377K Buy
+40,212
New +$372K 0.01% 979

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BB&T Securities's SCHX Position: Q3 2019 in Review

BB&T Securities increased its Schwab US Large- Cap ETF (SCHX) stake by 0.9% in Q3 2019, buying an estimated $367K and bringing the position to 3,478,926 shares worth $41.1M. The position accounts for 0.38% of the portfolio, ranked #66.

BB&T Securities first reported a position in SCHX in Q1 2017 and has held it in 11 quarters since. 633 funds tracked by Wall St. Rank hold SCHX as of Q3 2019.

  • BB&T Securities held 3,478,926 shares of Schwab US Large- Cap ETF worth $41.1M as of Q3 2019.
  • BB&T Securities bought 31,152 Schwab US Large- Cap ETF shares in Q3 2019, an estimated $367K.
  • Schwab US Large- Cap ETF made up 0.38% of BB&T Securities's portfolio in Q3 2019, its #66 holding.
  • BB&T Securities first reported a position in Schwab US Large- Cap ETF in Q1 2017 and has held it in 11 quarters since.
  • 633 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.