25 LLC’s Schwab 1000 Index ETF SCHK Stock Holding History

25 LLC’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
2023 Q3	–	Sell	-508	Closed	-$11.1K	–	454
2023 Q2	$11.1K	Buy	+508	New	+$10.3K	0.01%	145

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LWMT

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HSA

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

25 LLC's SCHK Position: Q3 2023 in Review

25 LLC sold out of Schwab 1000 Index ETF (SCHK) in Q3 2023, closing a stake of 508 shares — an estimated $11.1K sold.

25 LLC first reported a position in SCHK in Q2 2023 and held it in 1 quarter. The position peaked at $11.1K in Q2 2023. 131 funds tracked by Wall St. Rank hold SCHK as of Q3 2023.

25 LLC reported no remaining Schwab 1000 Index ETF position as of Q3 2023 after selling out during the quarter.
25 LLC sold 508 Schwab 1000 Index ETF shares in Q3 2023, an estimated $11.1K.
25 LLC first reported a position in Schwab 1000 Index ETF in Q2 2023 and held it in 1 quarter.
25 LLC's Schwab 1000 Index ETF position peaked at $11.1K in Q2 2023.
131 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2023.

Based on 25 LLC's 13F filing for Q3 2023, filed 18 Oct 2023.