AWM
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Aries Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Aries Wealth Management’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
Q2 		– Sell
-19,162
Closed -$422K – 220
2022
Q1 		$422K Buy
+19,162
New +$416K 0.18% 54

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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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Aries Wealth Management's SCHK Position: Q2 2022 in Review

Aries Wealth Management sold out of Schwab 1000 Index ETF (SCHK) in Q2 2022, closing a stake of 19,162 shares — an estimated $422K sold.

Aries Wealth Management first reported a position in SCHK in Q1 2022 and held it in 1 quarter. The position peaked at $422K in Q1 2022. 125 funds tracked by Wall St. Rank hold SCHK as of Q2 2022.

  • Aries Wealth Management reported no remaining Schwab 1000 Index ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 19,162 Schwab 1000 Index ETF shares in Q2 2022, an estimated $422K.
  • Aries Wealth Management first reported a position in Schwab 1000 Index ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's Schwab 1000 Index ETF position peaked at $422K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.