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

Capital One National Association’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 Q4	$14.6M	Buy	+1,139,328	New	+$14M	1.93%	11

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

Capital One National Association's SCHX Position: Q4 2019 in Review

Capital One National Association opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2019: 1,139,328 shares worth $14.6M. The stake represents 1.93% of the portfolio and ranks #11 among its holdings.

728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

Capital One National Association held 1,139,328 shares of Schwab US Large- Cap ETF worth $14.6M as of Q4 2019.
Schwab US Large- Cap ETF was a new Capital One National Association position in Q4 2019.
Schwab US Large- Cap ETF made up 1.93% of Capital One National Association's portfolio in Q4 2019, its #11 holding.
728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.