Chevy Chase Trust
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Chevy Chase Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

Chevy Chase 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
Q1 		– Sell
-7,458
Closed -$95K – 950
2019
Q4 		$95K Buy
+7,458
New +$91.4K ﹤0.01% 732
2019
Q2 		– Sell
-32,376
Closed -$379K – 657
2019
Q1 		$379K Sell
32,376
-73,296
-69% -$794K ﹤0.01% 616
2018
Q4 		$1.05M Buy
+105,672
New +$1.13M 0.01% 572
2018
Q2 		– Sell
-600
Closed -$6K – 696
2018
Q1 		$6K Hold
600
– – ﹤0.01% 666
2017
Q4 		$5K Sell
600
-108
-15% -$1.12K ﹤0.01% 678
2017
Q3 		$7K Hold
708
– – ﹤0.01% 674
2017
Q2 		$7K Buy
708
+108
+18% +$1.03K ﹤0.01% 659
2017
Q1 		$5K Buy
+600
New +$5.55K ﹤0.01% 655
2016
Q4 		– Sell
-708
Closed -$6K – 682
2016
Q3 		$6K Hold
708
– – ﹤0.01% 654
2016
Q2 		$6K Sell
708
-30
-4% -$247 ﹤0.01% 652
2016
Q1 		$6K Buy
+738
New +$5.7K ﹤0.01% 655
2015
Q3 		– Sell
-738
Closed -$6K – 676
2015
Q2 		$6K Hold
738
– – ﹤0.01% 674
2015
Q1 		$6K Sell
738
-426
-37% -$3.51K ﹤0.01% 677
2014
Q4 		$10K Sell
1,164
-900
-44% -$7.2K ﹤0.01% 696
2014
Q3 		$16K Sell
2,064
-90
-4% -$709 ﹤0.01% 694
2014
Q2 		$17K Buy
+2,154
New +$16.3K ﹤0.01% 687

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 $113B AUM 34.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Chevy Chase Trust's SCHX Position: Q1 2020 in Review

Chevy Chase Trust sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2020, closing a stake of 7,458 shares — an estimated $95K sold.

Chevy Chase Trust first reported a position in SCHX in Q2 2014 and held it in 16 quarters. The position peaked at $1.05M in Q4 2018. 701 funds tracked by Wall St. Rank hold SCHX as of Q1 2020.

  • Chevy Chase Trust reported no remaining Schwab US Large- Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 7,458 Schwab US Large- Cap ETF shares in Q1 2020, an estimated $95K.
  • Chevy Chase Trust first reported a position in Schwab US Large- Cap ETF in Q2 2014 and held it in 16 quarters.
  • Chevy Chase Trust's Schwab US Large- Cap ETF position peaked at $1.05M in Q4 2018.
  • 701 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.