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SG Americas Securities’s
Schwab US Large- Cap ETF
SCHX
Stock Holding History
SG Americas Securities’s Portfolio
SCHX Stock Details
SCHX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-101,892
Closed
-$1.18M
–
3284
2018
Q3
$1.18M
Sell
101,892
-54,042
-35%
-$614K
0.01%
1564
2018
Q2
$1.69M
Buy
+155,934
New
+$1.68M
0.02%
1030
2017
Q4
–
Sell
-41,964
Closed
-$420K
–
3575
2017
Q3
$420K
Buy
41,964
+5,268
+14%
+$51.7K
﹤0.01%
1986
2017
Q2
$353K
Sell
36,696
-694,770
-95%
-$6.63M
﹤0.01%
2069
2017
Q1
$6.86M
Buy
731,466
+536,730
+276%
+$4.96M
0.06%
290
2016
Q4
$1.73M
Buy
+194,736
New
+$1.69M
0.01%
977
2016
Q1
–
Sell
-115,524
Closed
-$935K
–
3219
2015
Q4
$935K
Buy
+115,524
New
+$942K
0.01%
1182
2015
Q1
–
Sell
-165,912
Closed
-$1.36M
–
3003
2014
Q4
$1.36M
Buy
165,912
+108,066
+187%
+$864K
0.01%
1107
2014
Q3
$453K
Buy
+57,846
New
+$456K
﹤0.01%
1515
2013
Q3
–
Sell
-16,800
Closed
-$107K
–
3016
2013
Q2
$107K
Buy
+16,800
New
+$108K
﹤0.01%
2064
Other funds holding SCHX
CSIA
Charles Schwab Investment Advisory
San Francisco, California
$72.8B AUM
10.03%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
SFG
Sage Financial Group
W. Conshohocken, Pennsylvania
$1.54B AUM
16.9%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
QI
QS Investors
New York
$8.47B AUM
30.71%
1-Year Est. Return
AB
AT Bancorp
Dubuque, Iowa
$823M AUM
0.35%
1-Year Est. Return
HSA
HBK Sorce Advisory
Erie, Pennsylvania
$5.05B AUM
16.64%
1-Year Est. Return
DCM
DeGreen Capital Management
Scottsdale, Arizona
$301M AUM
17.24%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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