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Capital One Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Capital One Financial’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
Q4 		– Sell
-374,832
Closed -$5.04M – 236
2020
Q3 		$5.04M Sell
374,832
-490,824
-57% -$6.52M 0.64% 25
2020
Q2 		$10.7M Sell
865,656
-102,750
-11% -$1.2M 1.45% 20
2020
Q1 		$9.89M Buy
+968,406
New +$11.8M 1.59% 15

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Capital One Financial's SCHX Position: Q4 2020 in Review

Capital One Financial sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2020, closing a stake of 374,832 shares — an estimated $5.04M sold.

Capital One Financial first reported a position in SCHX in Q1 2020 and held it in 3 quarters. The position peaked at $10.7M in Q2 2020. 809 funds tracked by Wall St. Rank hold SCHX as of Q4 2020.

  • Capital One Financial reported no remaining Schwab US Large- Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Capital One Financial sold 374,832 Schwab US Large- Cap ETF shares in Q4 2020, an estimated $5.04M.
  • Capital One Financial first reported a position in Schwab US Large- Cap ETF in Q1 2020 and held it in 3 quarters.
  • Capital One Financial's Schwab US Large- Cap ETF position peaked at $10.7M in Q2 2020.
  • 809 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2020.

Based on Capital One Financial's 13F filing for Q4 2020, filed 11 Feb 2021.