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

Westwind Capital’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
2019
Q3 		– Sell
-1,290
Closed -$15K – 47
2019
Q2 		$15K Buy
+1,290
New +$14.8K 0.01% 39

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Westwind Capital's SCHX Position: Q3 2019 in Review

Westwind Capital sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2019, closing a stake of 1,290 shares — an estimated $15K sold.

Westwind Capital first reported a position in SCHX in Q2 2019 and held it in 1 quarter. The position peaked at $15K in Q2 2019. 633 funds tracked by Wall St. Rank hold SCHX as of Q3 2019.

  • Westwind Capital reported no remaining Schwab US Large- Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Westwind Capital sold 1,290 Schwab US Large- Cap ETF shares in Q3 2019, an estimated $15K.
  • Westwind Capital first reported a position in Schwab US Large- Cap ETF in Q2 2019 and held it in 1 quarter.
  • Westwind Capital's Schwab US Large- Cap ETF position peaked at $15K in Q2 2019.
  • 633 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2019.

Based on Westwind Capital's 13F filing for Q3 2019, filed 7 Oct 2019.