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Synovus Financial’s Schwab US Large- Cap ETF SCHX Stock Holding History

Synovus 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
2020
Q3 		– Sell
-8,688
Closed -$107K – 1312
2020
Q2 		$107K Sell
8,688
-1,752
-17% -$20.4K ﹤0.01% 762
2020
Q1 		$107K Buy
10,440
+336
+3% +$4.08K ﹤0.01% 914
2019
Q4 		$129K Buy
10,104
+780
+8% +$9.56K ﹤0.01% 750
2019
Q3 		$110K Hold
9,324
– – ﹤0.01% 747
2019
Q2 		$110K Hold
9,324
– – ﹤0.01% 689
2019
Q1 		$105K Hold
9,324
– – ﹤0.01% 690
2018
Q4 		$93K Hold
9,324
– – ﹤0.01% 689
2018
Q3 		$108K Hold
9,324
– – ﹤0.01% 704
2018
Q2 		$101K Buy
9,324
+1,416
+18% +$15.3K ﹤0.01% 685
2018
Q1 		$83K Buy
+7,908
New +$86K ﹤0.01% 703
2017
Q3 		– Sell
-8,484
Closed -$82K – 716
2017
Q2 		$82K Hold
8,484
– – ﹤0.01% 636
2017
Q1 		$80K Sell
8,484
-390
-4% -$3.6K ﹤0.01% 668
2016
Q4 		$79K Sell
8,874
-126
-1% -$1.09K ﹤0.01% 655
2016
Q3 		$77K Hold
9,000
– – ﹤0.01% 648
2016
Q2 		$75K Hold
9,000
– – ﹤0.01% 617
2016
Q1 		$73K Hold
9,000
– – ﹤0.01% 620
2015
Q4 		$73K Buy
+9,000
New +$73.4K ﹤0.01% 620

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
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 $1.54B AUM 16.9% 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

Synovus Financial's SCHX Position: Q3 2020 in Review

Synovus Financial sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2020, closing a stake of 8,688 shares — an estimated $107K sold.

Synovus Financial first reported a position in SCHX in Q4 2015 and held it in 17 quarters. The position peaked at $129K in Q4 2019. 734 funds tracked by Wall St. Rank hold SCHX as of Q3 2020.

  • Synovus Financial reported no remaining Schwab US Large- Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Synovus Financial sold 8,688 Schwab US Large- Cap ETF shares in Q3 2020, an estimated $107K.
  • Synovus Financial first reported a position in Schwab US Large- Cap ETF in Q4 2015 and held it in 17 quarters.
  • Synovus Financial's Schwab US Large- Cap ETF position peaked at $129K in Q4 2019.
  • 734 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2020.

Based on Synovus Financial's 13F filing for Q3 2020, filed 9 Nov 2020.