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First American Trust’s Schwab US Large- Cap ETF SCHX Stock Holding History

First American 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
2019
Q4 		– Sell
-53,700
Closed -$635K – 144
2019
Q3 		$635K Buy
+53,700
New +$633K 0.13% 82

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SFG
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QI
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UBS Group
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HSA
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CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

First American Trust's SCHX Position: Q4 2019 in Review

First American Trust sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2019, closing a stake of 53,700 shares — an estimated $635K sold.

First American Trust first reported a position in SCHX in Q3 2019 and held it in 1 quarter. The position peaked at $635K in Q3 2019. 728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

  • First American Trust reported no remaining Schwab US Large- Cap ETF position as of Q4 2019 after selling out during the quarter.
  • First American Trust sold 53,700 Schwab US Large- Cap ETF shares in Q4 2019, an estimated $635K.
  • First American Trust first reported a position in Schwab US Large- Cap ETF in Q3 2019 and held it in 1 quarter.
  • First American Trust's Schwab US Large- Cap ETF position peaked at $635K in Q3 2019.
  • 728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

Based on First American Trust's 13F filing for Q4 2019, filed 29 Jan 2020.