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Glacier Peak Capital’s Schwab US Large- Cap ETF SCHX Stock Holding History

Glacier Peak Capital’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
Q3 		$3.32M Buy
280,878
+148,344
+112% +$1.75M 3.45% 4
2019
Q2 		$1.55M Buy
132,534
+46,986
+55% +$540K 1.47% 27
2019
Q1 		$964K Buy
85,548
+30,318
+55% +$328K 0.88% 41
2018
Q4 		$550K Buy
+55,230
New +$593K 0.51% 46

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 $108B AUM 26.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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 $147B AUM 18.73% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Glacier Peak Capital's SCHX Position: Q3 2019 in Review

Glacier Peak Capital increased its Schwab US Large- Cap ETF (SCHX) stake by 112% in Q3 2019, buying an estimated $1.75M and bringing the position to 280,878 shares worth $3.32M. The position accounts for 3.45% of the portfolio, ranked #4.

Glacier Peak Capital first reported a position in SCHX in Q4 2018 and has held it in 4 quarters since. 633 funds tracked by Wall St. Rank hold SCHX as of Q3 2019.

  • Glacier Peak Capital held 280,878 shares of Schwab US Large- Cap ETF worth $3.32M as of Q3 2019.
  • Glacier Peak Capital bought 148,344 Schwab US Large- Cap ETF shares in Q3 2019, an estimated $1.75M.
  • Schwab US Large- Cap ETF made up 3.45% of Glacier Peak Capital's portfolio in Q3 2019, its #4 holding.
  • Glacier Peak Capital first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 4 quarters since.
  • 633 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2019.

Based on Glacier Peak Capital's 13F filing for Q3 2019, filed 12 Nov 2019.