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Paloma Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Paloma Partners’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
Q3 		– Sell
-502,782
Closed -$6.21M – 2400
2020
Q2 		$6.21M Buy
+502,782
New +$5.86M 0.11% 229

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
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
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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Paloma Partners's SCHX Position: Q3 2020 in Review

Paloma Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2020, closing a stake of 502,782 shares — an estimated $6.21M sold.

Paloma Partners first reported a position in SCHX in Q2 2020 and held it in 1 quarter. The position peaked at $6.21M in Q2 2020. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

  • Paloma Partners reported no remaining Schwab US Large- Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Paloma Partners sold 502,782 Schwab US Large- Cap ETF shares in Q3 2020, an estimated $6.21M.
  • Paloma Partners first reported a position in Schwab US Large- Cap ETF in Q2 2020 and held it in 1 quarter.
  • Paloma Partners's Schwab US Large- Cap ETF position peaked at $6.21M in Q2 2020.
  • 734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on Paloma Partners's 13F filing for Q3 2020, filed 16 Nov 2020.