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

National Bank of Canada’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
2024 Q2	–	Sell	-2,136	Closed	-$37.9K	–	2820
2024 Q1	$37.9K	Hold	2,136	–	–	﹤0.01%	1854
2023 Q4	$37.9K	Hold	2,136	–	–	﹤0.01%	1856
2023 Q3	$37.9K	Hold	2,136	–	–	﹤0.01%	1876
2023 Q2	$37.4K	Hold	2,136	–	–	﹤0.01%	1855
2023 Q1	$34.2K	Hold	2,136	–	–	﹤0.01%	1820
2022 Q4	$33.8K	Hold	2,136	–	–	﹤0.01%	1856
2022 Q3	$34K	Buy	2,136 +1,068	+100%	+$16.8K	﹤0.01%	1832
2022 Q2	$41K	Hold	1,068	–	–	﹤0.01%	1819
2022 Q1	$41K	Sell	1,068 -1,068	-50%	-$18.9K	﹤0.01%	1942
2021 Q4	$41K	Buy	+2,136	New	+$39.5K	﹤0.01%	1944

Other funds holding SCHX

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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 $13.3B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

National Bank of Canada's SCHX Position: Q2 2024 in Review

National Bank of Canada sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2024, closing a stake of 2,136 shares — an estimated $37.9K sold.

National Bank of Canada first reported a position in SCHX in Q4 2021 and held it in 10 quarters. The position peaked at $41K in Q2 2022. 1,220 funds tracked by Wall St. Rank hold SCHX as of Q2 2024.

National Bank of Canada reported no remaining Schwab US Large- Cap ETF position as of Q2 2024 after selling out during the quarter.
National Bank of Canada sold 2,136 Schwab US Large- Cap ETF shares in Q2 2024, an estimated $37.9K.
National Bank of Canada first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 10 quarters.
National Bank of Canada's Schwab US Large- Cap ETF position peaked at $41K in Q2 2022.
1,220 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2024.

Based on National Bank of Canada's 13F filing for Q2 2024, filed 2 Aug 2024.