Nomura Asset Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Nomura Asset Management’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 Q1	–	Sell	-47,250	Closed	-$888K	–	1569
2023 Q4	$888K	Hold	47,250	–	–	﹤0.01%	802
2023 Q3	$797K	Hold	47,250	–	–	﹤0.01%	818
2023 Q2	$825K	Sell	47,250 -186,495	-80%	-$3.08M	﹤0.01%	819
2023 Q1	$3.77M	Hold	233,745	–	–	0.02%	539
2022 Q4	$3.52M	Buy	233,745 +40,455	+21%	+$612K	0.02%	540
2022 Q3	$2.73M	Hold	193,290	–	–	0.02%	589
2022 Q2	$2.01M	Hold	193,290	–	–	0.01%	693
2022 Q1	$3.47M	Hold	193,290	–	–	0.02%	600
2021 Q4	$3.67M	Buy	+193,290	New	+$3.57M	0.02%	583
2020 Q1	–	Sell	-77,028	Closed	-$986K	–	963
2019 Q4	$986K	Hold	77,028	–	–	0.01%	790
2019 Q3	$911K	Buy	77,028 +14,808	+24%	+$175K	0.01%	785
2019 Q2	$728K	Hold	62,220	–	–	0.01%	833
2019 Q1	$701K	Buy	62,220 +38,880	+167%	+$421K	0.01%	811
2018 Q4	$232K	Hold	23,340	–	–	﹤0.01%	884
2018 Q3	$271K	Buy	+23,340	New	+$265K	﹤0.01%	892

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Nomura Asset Management's SCHX Position: Q1 2024 in Review

Nomura Asset Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2024, closing a stake of 47,250 shares — an estimated $888K sold.

Nomura Asset Management first reported a position in SCHX in Q3 2018 and held it in 15 quarters. The position peaked at $3.77M in Q1 2023. 1,191 funds tracked by Wall St. Rank hold SCHX as of Q1 2024.

Nomura Asset Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2024 after selling out during the quarter.
Nomura Asset Management sold 47,250 Schwab US Large- Cap ETF shares in Q1 2024, an estimated $888K.
Nomura Asset Management first reported a position in Schwab US Large- Cap ETF in Q3 2018 and held it in 15 quarters.
Nomura Asset Management's Schwab US Large- Cap ETF position peaked at $3.77M in Q1 2023.
1,191 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2024.

Based on Nomura Asset Management's 13F filing for Q1 2024, filed 13 May 2024.