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HawsGoodwin Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

HawsGoodwin Investment Management’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
2021
Q4 		$0 Hold
6
– – ﹤0.01% 115
2021
Q3 		$0 Hold
6
– – ﹤0.01% 117
2021
Q2 		$0 Hold
6
– – ﹤0.01% 112
2021
Q1 		$0 Hold
6
– – ﹤0.01% 112
2020
Q4 		$0 Hold
6
– – ﹤0.01% 112
2020
Q3 		$0 Buy
+6
New +$80 ﹤0.01% 94

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 $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
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
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

HawsGoodwin Investment Management's SCHX Position: Q4 2021 in Review

HawsGoodwin Investment Management held its Schwab US Large- Cap ETF (SCHX) position steady in Q4 2021 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #115.

HawsGoodwin Investment Management first reported a position in SCHX in Q3 2020 and has held it in 6 quarters since. 992 funds tracked by Wall St. Rank hold SCHX as of Q4 2021.

  • HawsGoodwin Investment Management held 6 shares of Schwab US Large- Cap ETF worth $0 as of Q4 2021.
  • HawsGoodwin Investment Management left its Schwab US Large- Cap ETF share count unchanged in Q4 2021.
  • Schwab US Large- Cap ETF made up ﹤0.01% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #115 holding.
  • HawsGoodwin Investment Management first reported a position in Schwab US Large- Cap ETF in Q3 2020 and has held it in 6 quarters since.
  • 992 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.