First National Bank of Omaha’s Schwab US Large- Cap ETF SCHX Stock Holding History

First National Bank of Omaha’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 Q4	–	Sell	-15,600	Closed	-$210K	–	385
2020 Q3	$210K	Buy	+15,600	New	+$207K	0.01%	330

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

SFG

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

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

First National Bank of Omaha's SCHX Position: Q4 2020 in Review

First National Bank of Omaha sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2020, closing a stake of 15,600 shares — an estimated $210K sold.

First National Bank of Omaha first reported a position in SCHX in Q3 2020 and held it in 1 quarter. The position peaked at $210K in Q3 2020. 809 funds tracked by Wall St. Rank hold SCHX as of Q4 2020.

First National Bank of Omaha reported no remaining Schwab US Large- Cap ETF position as of Q4 2020 after selling out during the quarter.
First National Bank of Omaha sold 15,600 Schwab US Large- Cap ETF shares in Q4 2020, an estimated $210K.
First National Bank of Omaha first reported a position in Schwab US Large- Cap ETF in Q3 2020 and held it in 1 quarter.
First National Bank of Omaha's Schwab US Large- Cap ETF position peaked at $210K in Q3 2020.
809 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2020.

Based on First National Bank of Omaha's 13F filing for Q4 2020, filed 18 Feb 2021.