Security National Bank of Sioux City Iowa’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-8,883
Closed -$202K 107
2021
Q2
$202K Buy
+8,883
New +$202K 0.16% 93

Other funds holding SCHV

Security National Bank of Sioux City Iowa's SCHV Position: Q3 2021 in Review

Security National Bank of Sioux City Iowa sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2021, closing a stake of 8,883 shares — an estimated $202K sold.

Security National Bank of Sioux City Iowa first reported a position in SCHV in Q2 2021 and held it in 1 quarter. The position peaked at $202K in Q2 2021. 566 funds tracked by Wall St. Rank hold SCHV as of Q3 2021.

  • Security National Bank of Sioux City Iowa reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2021 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 8,883 Schwab US Large-Cap Value ETF shares in Q3 2021, an estimated $202K.
  • Security National Bank of Sioux City Iowa first reported a position in Schwab US Large-Cap Value ETF in Q2 2021 and held it in 1 quarter.
  • Security National Bank of Sioux City Iowa's Schwab US Large-Cap Value ETF position peaked at $202K in Q2 2021.
  • 566 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2021.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q3 2021, filed 16 Nov 2021.