AF
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Advisornet Financial’s Schwab 1000 Index ETF SCHK Stock Holding History

Advisornet Financial’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
-132
Closed -$2.73K – 2487
2023
Q3 		$2.73K Hold
132
– – ﹤0.01% 1560
2023
Q2 		$2.82K Hold
132
– – ﹤0.01% 1639
2023
Q1 		$2.59K Buy
132
+32
+32% +$618 ﹤0.01% 1637
2022
Q4 		$1.86K Buy
100
+24
+32% +$446 ﹤0.01% 1686
2022
Q3 		$1K Sell
76
-2,974
-98% -$57.2K ﹤0.01% 1815
2022
Q2 		$56K Buy
3,050
+12
+0.4% +$238 0.01% 836
2022
Q1 		$67K Buy
3,038
+8
+0.3% +$174 ﹤0.01% 872
2021
Q4 		$71K Buy
3,030
+12
+0.4% +$272 ﹤0.01% 903
2021
Q3 		$64K Buy
3,018
+8
+0.3% +$175 ﹤0.01% 928
2021
Q2 		$64K Buy
3,010
+10
+0.3% +$207 ﹤0.01% 913
2021
Q1 		$59K Sell
3,000
-192
-6% -$3.71K ﹤0.01% 892
2020
Q4 		$60K Buy
3,192
+1,692
+113% +$29.8K ﹤0.01% 822
2020
Q3 		$25K Sell
1,500
-14
-0.9% -$229 ﹤0.01% 1042
2020
Q2 		$23K Hold
1,514
– – ﹤0.01% 1079
2020
Q1 		$19K Hold
1,514
– – ﹤0.01% 1083
2019
Q4 		$24K Hold
1,514
– – ﹤0.01% 1137
2019
Q3 		$22K Hold
1,514
– – ﹤0.01% 1166
2019
Q2 		$22K Hold
1,514
– – ﹤0.01% 1033
2019
Q1 		$21K Buy
1,514
+14
+0.9% +$187 ﹤0.01% 984
2018
Q4 		$18K Buy
+1,500
New +$19.8K ﹤0.01% 956

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Advisornet Financial's SCHK Position: Q4 2023 in Review

Advisornet Financial sold out of Schwab 1000 Index ETF (SCHK) in Q4 2023, closing a stake of 132 shares — an estimated $2.73K sold.

Advisornet Financial first reported a position in SCHK in Q4 2018 and held it in 20 quarters. The position peaked at $71K in Q4 2021. 138 funds tracked by Wall St. Rank hold SCHK as of Q4 2023.

  • Advisornet Financial reported no remaining Schwab 1000 Index ETF position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 132 Schwab 1000 Index ETF shares in Q4 2023, an estimated $2.73K.
  • Advisornet Financial first reported a position in Schwab 1000 Index ETF in Q4 2018 and held it in 20 quarters.
  • Advisornet Financial's Schwab 1000 Index ETF position peaked at $71K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.