National Mutual Insurance Federation of Agricultural Cooperatives’s Schwab US Large- Cap ETF SCHX Stock Holding History

National Mutual Insurance Federation of Agricultural Cooperatives’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
2021 Q4	–	Sell	-696,000	Closed	-$12.1M	–	46
2021 Q3	$12.1M	Sell	696,000 -5,004,000	-88%	-$89.2M	0.1%	24
2021 Q2	$98.8M	Hold	5,700,000	–	–	0.85%	9
2021 Q1	$91.2M	Sell	5,700,000 -3,396,000	-37%	-$53.2M	0.87%	8
2020 Q4	$138M	Hold	9,096,000	–	–	1.35%	9
2020 Q3	$122M	Hold	9,096,000	–	–	1.3%	9
2020 Q2	$112M	Hold	9,096,000	–	–	1.35%	8
2020 Q1	$92.9M	Buy	9,096,000 +1,410,000	+18%	+$17.1M	1.37%	8
2019 Q4	$98.4M	Sell	7,686,000 -36,504,000	-83%	-$447M	1.18%	12
2019 Q3	$522M	Buy	44,190,000 +32,838,000	+289%	+$387M	6.6%	5
2019 Q2	$133M	Buy	+11,352,000	New	+$130M	1.66%	8

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 $654B AUM 26.35% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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

SFG

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

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

HSA

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

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives's SCHX Position: Q4 2021 in Review

National Mutual Insurance Federation of Agricultural Cooperatives sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2021, closing a stake of 696,000 shares — an estimated $12.1M sold.

National Mutual Insurance Federation of Agricultural Cooperatives first reported a position in SCHX in Q2 2019 and held it in 10 quarters. The position peaked at $522M in Q3 2019. 993 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

National Mutual Insurance Federation of Agricultural Cooperatives reported no remaining Schwab US Large- Cap ETF position as of Q4 2021 after selling out during the quarter.
National Mutual Insurance Federation of Agricultural Cooperatives sold 696,000 Schwab US Large- Cap ETF shares in Q4 2021, an estimated $12.1M.
National Mutual Insurance Federation of Agricultural Cooperatives first reported a position in Schwab US Large- Cap ETF in Q2 2019 and held it in 10 quarters.
National Mutual Insurance Federation of Agricultural Cooperatives's Schwab US Large- Cap ETF position peaked at $522M in Q3 2019.
993 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on National Mutual Insurance Federation of Agricultural Cooperatives's 13F filing for Q4 2021, filed 24 Jan 2022.