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

Capital One Investing’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 		$5.04M Sell
427,476
-65,676
-13% -$774K 1.17% 20
2019
Q2 		$5.77M Buy
493,152
+91,956
+23% +$1.06M 1.42% 17
2019
Q1 		$4.52M Buy
401,196
+53,550
+15% +$580K 1.21% 19
2018
Q4 		$3.46M Buy
+347,646
New +$3.73M 1.22% 19

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

Capital One Investing's SCHX Position: Q3 2019 in Review

Capital One Investing reduced its Schwab US Large- Cap ETF (SCHX) stake by 13% in Q3 2019, selling an estimated $774K and leaving 427,476 shares worth $5.04M. The position accounts for 1.17% of the portfolio, ranked #20.

Capital One Investing first reported a position in SCHX in Q4 2018 and has held it in 4 quarters since. The position peaked at $5.77M in Q2 2019. 633 funds tracked by Wall St. Rank hold SCHX as of Q3 2019.

  • Capital One Investing held 427,476 shares of Schwab US Large- Cap ETF worth $5.04M as of Q3 2019.
  • Capital One Investing sold 65,676 Schwab US Large- Cap ETF shares in Q3 2019, an estimated $774K.
  • Schwab US Large- Cap ETF made up 1.17% of Capital One Investing's portfolio in Q3 2019, its #20 holding.
  • Capital One Investing first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 4 quarters since.
  • Capital One Investing's Schwab US Large- Cap ETF position peaked at $5.77M in Q2 2019.
  • 633 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2019.

Based on Capital One Investing's 13F filing for Q3 2019, filed 14 Nov 2019.