AIA
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Arcadia Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Arcadia Investment 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
2019
Q1 		– Sell
-2,262
Closed -$27.7K – 71
2018
Q4 		$27.7K Buy
+2,262
New +$29.9K 0.02% 48

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WA
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CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return

Arcadia Investment Advisors's SCHK Position: Q1 2019 in Review

Arcadia Investment Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q1 2019, closing a stake of 2,262 shares — an estimated $27.7K sold.

Arcadia Investment Advisors first reported a position in SCHK in Q4 2018 and held it in 1 quarter. The position peaked at $27.7K in Q4 2018. 46 funds tracked by Wall St. Rank hold SCHK as of Q1 2019.

  • Arcadia Investment Advisors reported no remaining Schwab 1000 Index ETF position as of Q1 2019 after selling out during the quarter.
  • Arcadia Investment Advisors sold 2,262 Schwab 1000 Index ETF shares in Q1 2019, an estimated $27.7K.
  • Arcadia Investment Advisors first reported a position in Schwab 1000 Index ETF in Q4 2018 and held it in 1 quarter.
  • Arcadia Investment Advisors's Schwab 1000 Index ETF position peaked at $27.7K in Q4 2018.
  • 46 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2019.

Based on Arcadia Investment Advisors's 13F filing for Q1 2019, filed 19 Dec 2024.