Westwind Capital’s Schwab 1000 Index ETF SCHK Stock Holding History

Westwind Capital’s Portfolio SCHK Stock Details SCHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-12,696	Closed	-$185K	–	48
2019 Q3	$185K	Buy	12,696 +170	+1%	+$2.47K	0.1%	24
2019 Q2	$181K	Buy	+12,526	New	+$178K	0.1%	22
2018 Q4	–	Sell	-12,286	Closed	-$176K	–	48
2018 Q3	$176K	Sell	12,286 -70	-0.6%	-$983	0.11%	23
2018 Q2	$165K	Buy	12,356 +770	+7%	+$10.3K	0.13%	22
2018 Q1	$151K	Buy	+11,586	New	+$156K	0.12%	19

Other funds holding SCHK

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Clearshares New York $133M AUM 10.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Westwind Capital's SCHK Position: Q4 2019 in Review

Westwind Capital sold out of Schwab 1000 Index ETF (SCHK) in Q4 2019, closing a stake of 12,696 shares — an estimated $185K sold.

Westwind Capital first reported a position in SCHK in Q1 2018 and held it in 5 quarters. The position peaked at $185K in Q3 2019. 72 funds tracked by Wall St. Rank hold SCHK as of Q4 2019.

Westwind Capital reported no remaining Schwab 1000 Index ETF position as of Q4 2019 after selling out during the quarter.
Westwind Capital sold 12,696 Schwab 1000 Index ETF shares in Q4 2019, an estimated $185K.
Westwind Capital first reported a position in Schwab 1000 Index ETF in Q1 2018 and held it in 5 quarters.
Westwind Capital's Schwab 1000 Index ETF position peaked at $185K in Q3 2019.
72 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2019.

Based on Westwind Capital's 13F filing for Q4 2019, filed 6 Jan 2020.