Willow Creek Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Willow Creek Wealth 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
2019 Q4	–	Sell	-22,332	Closed	-$264K	–	87
2019 Q3	$264K	Buy	22,332 +84	+0.4%	+$990	0.12%	67
2019 Q2	$260K	Sell	22,248 -12	-0.1%	-$138	0.12%	65
2019 Q1	$251K	Buy	22,260 +222	+1%	+$2.4K	0.13%	61
2018 Q4	$219K	Buy	22,038 +204	+0.9%	+$2.19K	0.12%	60
2018 Q3	$253K	Buy	21,834 +150	+0.7%	+$1.71K	0.14%	58
2018 Q2	$235K	Buy	21,684 +108	+0.5%	+$1.17K	0.13%	58
2018 Q1	$227K	Buy	+21,576	New	+$235K	0.12%	62

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Willow Creek Wealth Management's SCHX Position: Q4 2019 in Review

Willow Creek Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q4 2019, closing a stake of 22,332 shares — an estimated $264K sold.

Willow Creek Wealth Management first reported a position in SCHX in Q1 2018 and held it in 7 quarters. The position peaked at $264K in Q3 2019. 728 funds tracked by Wall St. Rank hold SCHX as of Q4 2019.

Willow Creek Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q4 2019 after selling out during the quarter.
Willow Creek Wealth Management sold 22,332 Schwab US Large- Cap ETF shares in Q4 2019, an estimated $264K.
Willow Creek Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2018 and held it in 7 quarters.
Willow Creek Wealth Management's Schwab US Large- Cap ETF position peaked at $264K in Q3 2019.
728 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2019.

Based on Willow Creek Wealth Management's 13F filing for Q4 2019, filed 3 Feb 2020.