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People's United Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

People's United Financial’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
2022
Q1 		$557K Sell
31,035
-53,859
-63% -$953K 0.02% 436
2021
Q4 		$1.61M Buy
84,894
+306
+0.4% +$5.65K 0.04% 271
2021
Q3 		$1.47M Sell
84,588
-3,666
-4% -$65.4K 0.03% 310
2021
Q2 		$1.53M Buy
88,254
+1,380
+2% +$23.3K 0.03% 307
2021
Q1 		$1.39M Sell
86,874
-1,740
-2% -$27.3K 0.03% 302
2020
Q4 		$1.34M Buy
88,614
+624
+0.7% +$8.93K 0.03% 294
2020
Q3 		$1.18M Buy
87,990
+3,942
+5% +$52.4K 0.03% 279
2020
Q2 		$1.04M Sell
84,048
-4,500
-5% -$52.4K 0.03% 288
2020
Q1 		$904K Sell
88,548
-5,442
-6% -$66.1K 0.03% 282
2019
Q4 		$1.2M Buy
93,990
+8,814
+10% +$108K 0.03% 329
2019
Q3 		$1.01M Sell
85,176
-2,274
-3% -$26.8K 0.03% 367
2019
Q2 		$1.02M Sell
87,450
-612
-0.7% -$7.03K 0.03% 388
2019
Q1 		$992K Sell
88,062
-4,932
-5% -$53.4K 0.03% 387
2018
Q4 		$926K Sell
92,994
-6,102
-6% -$65.5K 0.03% 376
2018
Q3 		$1.15M Buy
99,096
+798
+0.8% +$9.07K 0.04% 332
2018
Q2 		$1.06M Buy
98,298
+11,100
+13% +$120K 0.03% 419
2018
Q1 		$917K Sell
87,198
-13,260
-13% -$144K 0.03% 383
2017
Q4 		$1.07M Sell
100,458
-73,896
-42% -$765K 0.03% 364
2017
Q3 		$1.75M Buy
174,354
+28,626
+20% +$281K 0.06% 256
2017
Q2 		$1.4M Buy
145,728
+11,748
+9% +$112K 0.05% 293
2017
Q1 		$1.26M Buy
133,980
+26,304
+24% +$243K 0.04% 303
2016
Q4 		$955K Buy
107,676
+68,154
+172% +$592K 0.04% 341
2016
Q3 		$340K Buy
39,522
+15,570
+65% +$134K 0.02% 374
2016
Q2 		$199K Buy
+23,952
New +$197K 0.01% 429

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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

People's United Financial's SCHX Position: Q1 2022 in Review

People's United Financial reduced its Schwab US Large- Cap ETF (SCHX) stake by 63% in Q1 2022, selling an estimated $953K and leaving 31,035 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #436.

People's United Financial first reported a position in SCHX in Q2 2016 and has held it in 24 quarters since. The position peaked at $1.75M in Q3 2017. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

  • People's United Financial held 31,035 shares of Schwab US Large- Cap ETF worth $557K as of Q1 2022.
  • People's United Financial sold 53,859 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $953K.
  • Schwab US Large- Cap ETF made up 0.02% of People's United Financial's portfolio in Q1 2022, its #436 holding.
  • People's United Financial first reported a position in Schwab US Large- Cap ETF in Q2 2016 and has held it in 24 quarters since.
  • People's United Financial's Schwab US Large- Cap ETF position peaked at $1.75M in Q3 2017.
  • 984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.