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Norway Savings Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History

Norway Savings Bank’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
Q1 		– Sell
-78,150
Closed -$831K – 263
2017
Q4 		$831K Hold
78,150
– – 0.78% 39
2017
Q3 		$782K Hold
78,150
– – 0.75% 41
2017
Q2 		$752K Buy
+78,150
New +$745K 0.73% 41

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SFG
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QI
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AB
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HSA
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Creative Planning
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AssetMark Inc
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FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SWA
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Norway Savings Bank's SCHX Position: Q1 2018 in Review

Norway Savings Bank sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2018, closing a stake of 78,150 shares — an estimated $831K sold.

Norway Savings Bank first reported a position in SCHX in Q2 2017 and held it in 3 quarters. The position peaked at $831K in Q4 2017. 457 funds tracked by Wall St. Rank hold SCHX as of Q1 2018.

  • Norway Savings Bank reported no remaining Schwab US Large- Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Norway Savings Bank sold 78,150 Schwab US Large- Cap ETF shares in Q1 2018, an estimated $831K.
  • Norway Savings Bank first reported a position in Schwab US Large- Cap ETF in Q2 2017 and held it in 3 quarters.
  • Norway Savings Bank's Schwab US Large- Cap ETF position peaked at $831K in Q4 2017.
  • 457 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2018.

Based on Norway Savings Bank's 13F filing for Q1 2018, filed 10 Apr 2018.