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

Gunma 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
2022 Q3	–	Sell	-120,000	Closed	-$1.79M	–	48
2022 Q2	$1.79M	Buy	+120,000	New	+$1.94M	0.76%	41
2022 Q1	–	Sell	-108,000	Closed	-$2.05M	–	28
2021 Q4	$2.05M	Sell	108,000 -72,000	-40%	-$1.33M	1.79%	32
2021 Q3	$3.12M	Hold	180,000	–	–	1.73%	25
2021 Q2	$3.12M	Sell	180,000 -21,000	-10%	-$354K	2.06%	15
2021 Q1	$3.22M	Buy	201,000 +132,000	+191%	+$2.07M	1.84%	17
2020 Q4	$1.05M	Buy	+69,000	New	+$987K	0.95%	14

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 $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HSA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFG

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Gunma Bank's SCHX Position: Q3 2022 in Review

Gunma Bank sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2022, closing a stake of 120,000 shares — an estimated $1.79M sold.

Gunma Bank first reported a position in SCHX in Q4 2020 and held it in 6 quarters. The position peaked at $3.22M in Q1 2021. 960 funds tracked by Wall St. Rank hold SCHX as of Q3 2022.

Gunma Bank reported no remaining Schwab US Large- Cap ETF position as of Q3 2022 after selling out during the quarter.
Gunma Bank sold 120,000 Schwab US Large- Cap ETF shares in Q3 2022, an estimated $1.79M.
Gunma Bank first reported a position in Schwab US Large- Cap ETF in Q4 2020 and held it in 6 quarters.
Gunma Bank's Schwab US Large- Cap ETF position peaked at $3.22M in Q1 2021.
960 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2022.

Based on Gunma Bank's 13F filing for Q3 2022, filed 10 Nov 2022.