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Capital Bank & Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Capital Bank & Trust’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
2020
Q2 		– Sell
-900
Closed -$9K – 585
2020
Q1 		$9K Hold
900
– – ﹤0.01% 558
2019
Q4 		$12K Hold
900
– – ﹤0.01% 553
2019
Q3 		$11K Buy
+900
New +$10.6K ﹤0.01% 545

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Capital Bank & Trust's SCHX Position: Q2 2020 in Review

Capital Bank & Trust sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2020, closing a stake of 900 shares — an estimated $9K sold.

Capital Bank & Trust first reported a position in SCHX in Q3 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 727 funds tracked by Wall St. Rank hold SCHX as of Q2 2020.

  • Capital Bank & Trust reported no remaining Schwab US Large- Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 900 Schwab US Large- Cap ETF shares in Q2 2020, an estimated $9K.
  • Capital Bank & Trust first reported a position in Schwab US Large- Cap ETF in Q3 2019 and held it in 3 quarters.
  • Capital Bank & Trust's Schwab US Large- Cap ETF position peaked at $12K in Q4 2019.
  • 727 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.