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Ackerman Capital Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Ackerman Capital Advisors’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
2020
Q1 		– Sell
-23,714
Closed -$374K – 179
2019
Q4 		$374K Hold
23,714
– – 0.11% 123
2019
Q3 		$346K Hold
23,714
– – 0.12% 97
2019
Q2 		$342 Hold
23,714
– – ﹤0.01% 127
2019
Q1 		$330 Hold
23,714
– – ﹤0.01% 127
2018
Q4 		$291 Buy
+23,714
New +$314K 0.02% 113

Other funds holding SCHK

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ackerman Capital Advisors's SCHK Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q1 2020, closing a stake of 23,714 shares — an estimated $374K sold.

Ackerman Capital Advisors first reported a position in SCHK in Q4 2018 and held it in 5 quarters. The position peaked at $374K in Q4 2019. 75 funds tracked by Wall St. Rank hold SCHK as of Q1 2020.

  • Ackerman Capital Advisors reported no remaining Schwab 1000 Index ETF position as of Q1 2020 after selling out during the quarter.
  • Ackerman Capital Advisors sold 23,714 Schwab 1000 Index ETF shares in Q1 2020, an estimated $374K.
  • Ackerman Capital Advisors first reported a position in Schwab 1000 Index ETF in Q4 2018 and held it in 5 quarters.
  • Ackerman Capital Advisors's Schwab 1000 Index ETF position peaked at $374K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.