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Advance Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Advance Capital 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
Q1 		– Sell
-15,550
Closed -$287K – 112
2022
Q4 		$287K Hold
15,550
– – 0.04% 81
2022
Q3 		$269K Hold
15,550
– – 0.03% 71
2022
Q2 		$283K Hold
15,550
– – 0.03% 65
2022
Q1 		$342K Sell
15,550
-1,254
-7% -$27.2K 0.04% 56
2021
Q4 		$391K Buy
+16,804
New +$381K 0.08% 54

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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 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
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

Advance Capital Management's SCHK Position: Q1 2023 in Review

Advance Capital Management sold out of Schwab 1000 Index ETF (SCHK) in Q1 2023, closing a stake of 15,550 shares — an estimated $287K sold.

Advance Capital Management first reported a position in SCHK in Q4 2021 and held it in 5 quarters. The position peaked at $391K in Q4 2021. 127 funds tracked by Wall St. Rank hold SCHK as of Q1 2023.

  • Advance Capital Management reported no remaining Schwab 1000 Index ETF position as of Q1 2023 after selling out during the quarter.
  • Advance Capital Management sold 15,550 Schwab 1000 Index ETF shares in Q1 2023, an estimated $287K.
  • Advance Capital Management first reported a position in Schwab 1000 Index ETF in Q4 2021 and held it in 5 quarters.
  • Advance Capital Management's Schwab 1000 Index ETF position peaked at $391K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2023.

Based on Advance Capital Management's 13F filing for Q1 2023, filed 4 Apr 2023.