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Advisor Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Advisor Group’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
2019
Q4 		$11K Hold
722
– – ﹤0.01% 4315
2019
Q3 		$11K Hold
722
– – ﹤0.01% 4292
2019
Q2 		$10K Buy
+722
New +$10.2K ﹤0.01% 4378

Other funds holding SCHK

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Advisor Group's SCHK Position: Q4 2019 in Review

Advisor Group held its Schwab 1000 Index ETF (SCHK) position steady in Q4 2019 at 722 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4315.

Advisor Group first reported a position in SCHK in Q2 2019 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold SCHK as of Q4 2019.

  • Advisor Group held 722 shares of Schwab 1000 Index ETF worth $11K as of Q4 2019.
  • Advisor Group left its Schwab 1000 Index ETF share count unchanged in Q4 2019.
  • Schwab 1000 Index ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4315 holding.
  • Advisor Group first reported a position in Schwab 1000 Index ETF in Q2 2019 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.