SEC 13F Intelligence

Bank Hapoalim Bm / SCHX

Bank Hapoalim Bm’s Schwab Strategic Tr Position

Does Bank Hapoalim Bm own Schwab Strategic Tr (SCHX)? Not currently — the last reported position was 380.0K shares worth $24M in Q1 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$24M
Q1 2024
Shares
380.0K
% of Portfolio
+3.05%
Quarters Held
13
position exited

Position History SCHX

Reported value by quarter
Q1 ’21: $10MQ1 ’21Q2 ’21: $10MQ3 ’21: $10MQ3 ’21Q4 ’21: $11MQ1 ’22: $31MQ1 ’22Q2 ’22: $26MQ3 ’22: $24MQ3 ’22Q4 ’22: $17MQ1 ’23: $18MQ1 ’23Q2 ’23: $20MQ3 ’23: $19MQ3 ’23Q4 ’23: $21MQ1 ’24: $24MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2024380.0K$24M+3.05%
Q4 2023380.0K$21M+2.93%
Q3 2023380.0K$19M+3.11%
Q2 2023380.0K$20M+2.84%
Q1 2023380.0K$18M+2.54%
Q4 2022380.0K$17M+2.14%
Q3 2022576.9K$24M+3.07%
Q2 2022576.9K$26M+3.21%
Q1 2022580.0K$31M+3.25%
Q4 2021100.0K$11M+1.14%
Q3 2021100.0K$10M+1.09%
Q2 202133.9K$10M+1.18%
Q1 2021100.0K$10M+1.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bank Hapoalim Bm’s full portfolio or all institutional holders of SCHX.