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Headlands Technologies’s Schwab US Large- Cap ETF SCHX Stock Holding History

Headlands Technologies’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
2024
Q4 		– Sell
-11,667
Closed -$264K – 1534
2024
Q3 		$264K Hold
11,667
– – 0.03% 456
2024
Q2 		$250K Buy
11,667
+11,067
+1,845% +$229K 0.03% 420
2024
Q1 		$12.4K Sell
600
-8,685
-94% -$171K ﹤0.01% 998
2023
Q4 		$175K Buy
+9,285
New +$163K 0.05% 295
2023
Q3 		– Sell
-7,566
Closed -$132K – 1170
2023
Q2 		$132K Buy
+7,566
New +$125K 0.04% 344
2023
Q1 		– Sell
-84
Closed -$1K – 725
2022
Q4 		$1K Buy
+84
New +$1.27K ﹤0.01% 479

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HSA
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MGIA
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SFG
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Headlands Technologies's SCHX Position: Q4 2024 in Review

Headlands Technologies sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2024, closing a stake of 11,667 shares — an estimated $264K sold.

Headlands Technologies first reported a position in SCHX in Q4 2022 and held it in 6 quarters. The position peaked at $264K in Q3 2024. 1,362 funds tracked by Wall St. Rank hold SCHX as of Q4 2024.

  • Headlands Technologies reported no remaining Schwab US Large- Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Headlands Technologies sold 11,667 Schwab US Large- Cap ETF shares in Q4 2024, an estimated $264K.
  • Headlands Technologies first reported a position in Schwab US Large- Cap ETF in Q4 2022 and held it in 6 quarters.
  • Headlands Technologies's Schwab US Large- Cap ETF position peaked at $264K in Q3 2024.
  • 1,362 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2024.

Based on Headlands Technologies's 13F filing for Q4 2024, filed 12 Feb 2025.