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Windward Private Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Windward Private 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
2022
Q1 		– Sell
-15,600
Closed -$296K – 48
2021
Q4 		$296K Buy
+15,600
New +$288K 0.11% 42

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Creative Planning
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
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HSA
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AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Windward Private Wealth Management's SCHX Position: Q1 2022 in Review

Windward Private Wealth Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2022, closing a stake of 15,600 shares — an estimated $296K sold.

Windward Private Wealth Management first reported a position in SCHX in Q4 2021 and held it in 1 quarter. The position peaked at $296K in Q4 2021. 984 funds tracked by Wall St. Rank hold SCHX as of Q1 2022.

  • Windward Private Wealth Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Windward Private Wealth Management sold 15,600 Schwab US Large- Cap ETF shares in Q1 2022, an estimated $296K.
  • Windward Private Wealth Management first reported a position in Schwab US Large- Cap ETF in Q4 2021 and held it in 1 quarter.
  • Windward Private Wealth Management's Schwab US Large- Cap ETF position peaked at $296K in Q4 2021.
  • 984 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2022.

Based on Windward Private Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.