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MidWestOne Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

MidWestOne Financial Group’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
-39,900
Closed -$536K – 217
2020
Q3 		$536K Hold
39,900
– – 0.18% 136
2020
Q2 		$493K Sell
39,900
-2,670
-6% -$31.1K 0.21% 84
2020
Q1 		$435K Sell
42,570
-26,886
-39% -$327K 0.16% 128
2019
Q4 		$888K Sell
69,456
-77,088
-53% -$945K 0.18% 98
2019
Q3 		$1.73M Sell
146,544
-13,086
-8% -$154K 0.54% 32
2019
Q2 		$1.87M Buy
+159,630
New +$1.83M 0.51% 33

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
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
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MidWestOne Financial Group's SCHX Position: Q4 2020 in Review

MidWestOne Financial Group sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2020, closing a stake of 39,900 shares — an estimated $536K sold.

MidWestOne Financial Group first reported a position in SCHX in Q2 2019 and held it in 6 quarters. The position peaked at $1.87M in Q2 2019. 809 funds tracked by Wall St. Rank hold SCHX as of Q4 2020.

  • MidWestOne Financial Group reported no remaining Schwab US Large- Cap ETF position as of Q4 2020 after selling out during the quarter.
  • MidWestOne Financial Group sold 39,900 Schwab US Large- Cap ETF shares in Q4 2020, an estimated $536K.
  • MidWestOne Financial Group first reported a position in Schwab US Large- Cap ETF in Q2 2019 and held it in 6 quarters.
  • MidWestOne Financial Group's Schwab US Large- Cap ETF position peaked at $1.87M in Q2 2019.
  • 809 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2020.

Based on MidWestOne Financial Group's 13F filing for Q4 2020, filed 17 Feb 2021.