AWA
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Acorn Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Acorn Wealth 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
2023
Q4 		– Sell
-10,446
Closed -$216K – 194
2023
Q3 		$216K Buy
+10,446
New +$224K 0.14% 165

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $1.66B AUM 13.15% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Acorn Wealth Advisors's SCHK Position: Q4 2023 in Review

Acorn Wealth Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q4 2023, closing a stake of 10,446 shares — an estimated $216K sold.

Acorn Wealth Advisors first reported a position in SCHK in Q3 2023 and held it in 1 quarter. The position peaked at $216K in Q3 2023. 139 funds tracked by Wall St. Rank hold SCHK as of Q4 2023.

  • Acorn Wealth Advisors reported no remaining Schwab 1000 Index ETF position as of Q4 2023 after selling out during the quarter.
  • Acorn Wealth Advisors sold 10,446 Schwab 1000 Index ETF shares in Q4 2023, an estimated $216K.
  • Acorn Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q3 2023 and held it in 1 quarter.
  • Acorn Wealth Advisors's Schwab 1000 Index ETF position peaked at $216K in Q3 2023.
  • 139 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2023.

Based on Acorn Wealth Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.