American Portfolios Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

American Portfolios 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
2022 Q3	$2.67K	Hold	154	–	–	﹤0.01%	3033
2022 Q2	$2.8K	Buy	154 +2	+1%	+$40	﹤0.01%	3032
2022 Q1	$3.37K	Hold	152	–	–	﹤0.01%	3072
2021 Q4	$3.55K	Hold	152	–	–	﹤0.01%	3011
2021 Q3	$3.24K	Hold	152	–	–	﹤0.01%	3015
2021 Q2	$3.23K	Hold	152	–	–	﹤0.01%	3004
2021 Q1	$2.98K	Buy	+152	New	+$2.93K	﹤0.01%	2875
2019 Q3	–	Sell	-318,744	Closed	-$4.6M	–	2894
2019 Q2	$4.6M	Buy	+318,744	New	+$4.52M	0.39%	53

Other funds holding SCHK

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

American Portfolios Advisors's SCHK Position: Q3 2022 in Review

American Portfolios Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q3 2022 at 154 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3033.

American Portfolios Advisors first reported a position in SCHK in Q2 2019 and has held it in 8 quarters since. The position peaked at $4.6M in Q2 2019. 121 funds tracked by Wall St. Rank hold SCHK as of Q3 2022.

American Portfolios Advisors held 154 shares of Schwab 1000 Index ETF worth $2.67K as of Q3 2022.
American Portfolios Advisors left its Schwab 1000 Index ETF share count unchanged in Q3 2022.
Schwab 1000 Index ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3033 holding.
American Portfolios Advisors first reported a position in Schwab 1000 Index ETF in Q2 2019 and has held it in 8 quarters since.
American Portfolios Advisors's Schwab 1000 Index ETF position peaked at $4.6M in Q2 2019.
121 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.