Manulife (Manufacturers Life Insurance)
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Manulife (Manufacturers Life Insurance)’s Schwab US Large- Cap ETF SCHX Stock Holding History

Manulife (Manufacturers Life Insurance)’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
2018
Q4 		– Sell
-261,270
Closed -$3.03M – 2772
2018
Q3 		$3.03M Buy
261,270
+16,350
+7% +$186K ﹤0.01% 1360
2018
Q2 		$2.65M Buy
244,920
+18,174
+8% +$196K ﹤0.01% 1412
2018
Q1 		$2.38M Sell
226,746
-33,822
-13% -$368K ﹤0.01% 1443
2017
Q4 		$2.77M Buy
260,568
+26,994
+12% +$280K ﹤0.01% 1380
2017
Q3 		$2.34M Buy
233,574
+42,192
+22% +$414K ﹤0.01% 1384
2017
Q2 		$1.84M Buy
+191,382
New +$1.83M ﹤0.01% 1487
2017
Q1 		– Sell
-5,796
Closed -$51K – 4358
2016
Q4 		$51K Buy
+5,796
New +$50.3K ﹤0.01% 3416

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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
AB
AT Bancorp Dubuque, Iowa $823M AUM 17.19% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
DCM
DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)'s SCHX Position: Q4 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2018, closing a stake of 261,270 shares — an estimated $3.03M sold.

Manulife (Manufacturers Life Insurance) first reported a position in SCHX in Q4 2016 and held it in 7 quarters. The position peaked at $3.03M in Q3 2018. 584 funds tracked by Wall St. Rank hold SCHX as of Q4 2018.

  • Manulife (Manufacturers Life Insurance) reported no remaining Schwab US Large- Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Manulife (Manufacturers Life Insurance) sold 261,270 Schwab US Large- Cap ETF shares in Q4 2018, an estimated $3.03M.
  • Manulife (Manufacturers Life Insurance) first reported a position in Schwab US Large- Cap ETF in Q4 2016 and held it in 7 quarters.
  • Manulife (Manufacturers Life Insurance)'s Schwab US Large- Cap ETF position peaked at $3.03M in Q3 2018.
  • 584 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q4 2018, filed 14 Feb 2019.