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Annapolis Financial Services’s Schwab 1000 Index ETF SCHK Stock Holding History

Annapolis Financial Services’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
2021
Q4 		– Sell
-226
Closed -$5K – 499
2021
Q3 		$5K Hold
226
– – ﹤0.01% 339
2021
Q2 		$5K Sell
226
-224
-50% -$4.65K ﹤0.01% 319
2021
Q1 		$9K Hold
450
– – ﹤0.01% 265
2020
Q4 		$8K Buy
+450
New +$7.93K ﹤0.01% 271

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
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
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return

Annapolis Financial Services's SCHK Position: Q4 2021 in Review

Annapolis Financial Services sold out of Schwab 1000 Index ETF (SCHK) in Q4 2021, closing a stake of 226 shares — an estimated $5K sold.

Annapolis Financial Services first reported a position in SCHK in Q4 2020 and held it in 4 quarters. The position peaked at $9K in Q1 2021. 123 funds tracked by Wall St. Rank hold SCHK as of Q4 2021.

  • Annapolis Financial Services reported no remaining Schwab 1000 Index ETF position as of Q4 2021 after selling out during the quarter.
  • Annapolis Financial Services sold 226 Schwab 1000 Index ETF shares in Q4 2021, an estimated $5K.
  • Annapolis Financial Services first reported a position in Schwab 1000 Index ETF in Q4 2020 and held it in 4 quarters.
  • Annapolis Financial Services's Schwab 1000 Index ETF position peaked at $9K in Q1 2021.
  • 123 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2021.

Based on Annapolis Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.