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Tradewinds Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Tradewinds Capital 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
2026
Q1 		$10.5M Sell
411,225
-775,335
-65% -$20.8M 2.09% 14
2025
Q4 		$31.9M Buy
1,186,560
+872,273
+278% +$23.3M 6.73% 6
2025
Q3 		$8.28M Sell
314,287
-2,233
-0.7% -$56.7K 1.86% 15
2025
Q2 		$7.74M Sell
316,520
-731,436
-70% -$16.5M 1.94% 14
2025
Q1 		$23.1M Sell
1,047,956
-489,635
-32% -$11.4M 6.2% 7
2024
Q4 		$35.6M Buy
1,537,591
+1,352,230
+730% +$31.5M 9.41% 1
2024
Q3 		$4.19M Sell
185,361
-1,268,577
-87% -$27.6M 1.12% 17
2024
Q2 		$31.1M Buy
1,453,938
+1,407,348
+3,021% +$29.1M 9.19% 1
2024
Q1 		$964K Sell
46,590
-1,545,744
-97% -$30.4M 0.27% 35
2023
Q4 		$29.9M Buy
1,592,334
+1,578,171
+11,143% +$27.7M 11.91% 2
2023
Q3 		$239K Hold
14,163
– – 0.08% 44
2023
Q2 		$247K Sell
14,163
-12
-0.1% -$198 0.08% 49
2023
Q1 		$229K Sell
14,175
-13,950
-50% -$220K 0.07% 46
2022
Q4 		$423K Buy
28,125
+1,434
+5% +$21.7K 0.2% 29
2022
Q3 		$377K Buy
26,691
+4,767
+22% +$74.8K 0.15% 30
2022
Q2 		$326K Sell
21,924
-1,644,879
-99% -$26.7M 0.12% 34
2022
Q1 		$29.9M Buy
1,666,803
+131,787
+9% +$2.33M 4.85% 5
2021
Q4 		$29.1M Buy
1,535,016
+1,520,946
+10,810% +$28.1M 4.46% 5
2021
Q3 		$244K Sell
14,070
-882
-6% -$15.7K 0.04% 101
2021
Q2 		$259K Sell
14,952
-240
-2% -$4.05K 0.05% 103
2021
Q1 		$243K Sell
15,192
-1,056
-6% -$16.5K 0.05% 101
2020
Q4 		$246K Sell
16,248
-208,872
-93% -$2.99M 0.05% 99
2020
Q3 		$3.02M Buy
225,120
+203,628
+947% +$2.71M 0.73% 24
2020
Q2 		$265K Sell
21,492
-1,524
-7% -$17.8K 0.07% 78
2020
Q1 		$235K Sell
23,016
-1,903,242
-99% -$23.1M 0.07% 76
2019
Q4 		$24.7M Buy
1,926,258
+1,200,576
+165% +$14.7M 7.74% 2
2019
Q3 		$8.58M Sell
725,682
-479,910
-40% -$5.66M 3.4% 8
2019
Q2 		$14.1M Buy
1,205,592
+1,186,746
+6,297% +$13.6M 5.76% 6
2019
Q1 		$212K Sell
18,846
-1,172,316
-98% -$12.7M 0.08% 101
2018
Q4 		$11.9M Buy
1,191,162
+1,052,730
+760% +$11.3M 5.83% 6
2018
Q3 		$1.6M Buy
138,432
+111,816
+420% +$1.27M 0.62% 24
2018
Q2 		$288K Sell
26,616
-1,136,226
-98% -$12.3M 0.12% 77
2018
Q1 		$12.2M Buy
1,162,842
+1,047,744
+910% +$11.4M 5.48% 3
2017
Q4 		$1.22M Buy
115,098
+82,176
+250% +$851K 0.6% 28
2017
Q3 		$329K Sell
32,922
-970,182
-97% -$9.52M 0.17% 73
2017
Q2 		$9.66M Buy
1,003,104
+982,344
+4,732% +$9.37M 5.08% 7
2017
Q1 		$195K Buy
20,760
+1,500
+8% +$13.9K 0.12% 96
2016
Q4 		$171K Buy
19,260
+1,056
+6% +$9.17K 0.11% 102
2016
Q3 		$157K Buy
18,204
+648
+4% +$5.56K 0.11% 104
2016
Q2 		$146K Buy
17,556
+6
+0% +$49 0.1% 111
2016
Q1 		$143K Buy
17,550
+15,000
+588% +$116K 0.1% 127
2015
Q4 		$21K Buy
2,550
+1,206
+90% +$9.83K 0.02% 300
2015
Q3 		$10K Sell
1,344
-354
-21% -$2.86K 0.01% 372
2015
Q2 		$14K Buy
1,698
+630
+59% +$5.29K 0.01% 361
2015
Q1 		$9K Buy
1,068
+6
+0.6% +$49 0.01% 388
2014
Q4 		$9K Buy
1,062
+6
+0.6% +$48 0.01% 397
2014
Q3 		$8K Hold
1,056
– – 0.01% 398
2014
Q2 		$8K Buy
1,056
+6
+0.6% +$45 0.01% 400
2014
Q1 		$8K Buy
+1,050
New +$7.69K 0.01% 414

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Tradewinds Capital Management's SCHX Position: Q1 2026 in Review

Tradewinds Capital Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 65% in Q1 2026, selling an estimated $20.8M and leaving 411,225 shares worth $10.5M. The position accounts for 2.09% of the portfolio, ranked #14.

Tradewinds Capital Management first reported a position in SCHX in Q1 2014 and has held it in 49 quarters since. The position peaked at $35.6M in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Tradewinds Capital Management held 411,225 shares of Schwab US Large- Cap ETF worth $10.5M as of Q1 2026.
  • Tradewinds Capital Management sold 775,335 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $20.8M.
  • Schwab US Large- Cap ETF made up 2.09% of Tradewinds Capital Management's portfolio in Q1 2026, its #14 holding.
  • Tradewinds Capital Management first reported a position in Schwab US Large- Cap ETF in Q1 2014 and has held it in 49 quarters since.
  • Tradewinds Capital Management's Schwab US Large- Cap ETF position peaked at $35.6M in Q4 2024.
  • 1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Tradewinds Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.