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Aberdeen Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Aberdeen Wealth Management’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
Q2 		– Sell
-20
Closed -$397 – 163
2023
Q1 		$397 Buy
+20
New +$386 ﹤0.01% 168

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CG
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Aberdeen Wealth Management's SCHK Position: Q2 2023 in Review

Aberdeen Wealth Management sold out of Schwab 1000 Index ETF (SCHK) in Q2 2023, closing a stake of 20 shares — an estimated $397 sold.

Aberdeen Wealth Management first reported a position in SCHK in Q1 2023 and held it in 1 quarter. The position peaked at $397 in Q1 2023. 130 funds tracked by Wall St. Rank hold SCHK as of Q2 2023.

  • Aberdeen Wealth Management reported no remaining Schwab 1000 Index ETF position as of Q2 2023 after selling out during the quarter.
  • Aberdeen Wealth Management sold 20 Schwab 1000 Index ETF shares in Q2 2023, an estimated $397.
  • Aberdeen Wealth Management first reported a position in Schwab 1000 Index ETF in Q1 2023 and held it in 1 quarter.
  • Aberdeen Wealth Management's Schwab 1000 Index ETF position peaked at $397 in Q1 2023.
  • 130 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2023.

Based on Aberdeen Wealth Management's 13F filing for Q2 2023, filed 3 Aug 2023.