First Hawaiian Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History

First Hawaiian Bank’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
2021 Q2	–	Sell	-210,000	Closed	-$3.36M	–	883
2021 Q1	$3.36M	Buy	210,000 +34,830	+20%	+$546K	0.15%	90
2020 Q4	$2.65M	Hold	175,170	–	–	0.12%	114
2020 Q3	$2.35M	Hold	175,170	–	–	0.12%	121
2020 Q2	$2.16M	Hold	175,170	–	–	0.11%	134
2020 Q1	$1.79M	Hold	175,170	–	–	0.11%	140
2019 Q4	$2.24M	Buy	175,170 +126,810	+262%	+$1.55M	0.11%	135
2019 Q3	$572K	Hold	48,360	–	–	0.03%	403
2019 Q2	$566K	Sell	48,360 -15,390	-24%	-$177K	0.03%	410
2019 Q1	$718K	Buy	63,750 +38,400	+151%	+$416K	0.04%	326
2018 Q4	$252K	Hold	25,350	–	–	0.02%	637
2018 Q3	$294K	Buy	+25,350	New	+$288K	0.02%	641

Other funds holding SCHX

CSIA

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

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

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

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

SFG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

First Hawaiian Bank's SCHX Position: Q2 2021 in Review

First Hawaiian Bank sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2021, closing a stake of 210,000 shares — an estimated $3.36M sold.

First Hawaiian Bank first reported a position in SCHX in Q3 2018 and held it in 11 quarters. The position peaked at $3.36M in Q1 2021. 872 funds tracked by Wall St. Rank hold SCHX as of Q2 2021.

First Hawaiian Bank reported no remaining Schwab US Large- Cap ETF position as of Q2 2021 after selling out during the quarter.
First Hawaiian Bank sold 210,000 Schwab US Large- Cap ETF shares in Q2 2021, an estimated $3.36M.
First Hawaiian Bank first reported a position in Schwab US Large- Cap ETF in Q3 2018 and held it in 11 quarters.
First Hawaiian Bank's Schwab US Large- Cap ETF position peaked at $3.36M in Q1 2021.
872 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2021.

Based on First Hawaiian Bank's 13F filing for Q2 2021, filed 8 Jul 2021.