AIM
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Aspen Investment Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Aspen Investment 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
2020
Q1 		– Sell
-22,420
Closed -$354K – 122
2019
Q4 		$354K Sell
22,420
-1,600
-7% -$24.2K 0.22% 95
2019
Q3 		$350K Sell
24,020
-8,346
-26% -$121K 0.23% 99
2019
Q2 		$467K Buy
32,366
+5,638
+21% +$80K 0.31% 91
2019
Q1 		$372K Buy
26,728
+324
+1% +$4.34K 0.26% 98
2018
Q4 		$324K Sell
26,404
-4,836
-15% -$64K 0.26% 96
2018
Q3 		$447K Buy
31,240
+15,772
+102% +$221K 0.3% 93
2018
Q2 		$207K Buy
+15,468
New +$206K 0.14% 140

Other funds holding SCHK

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aspen Investment Management's SCHK Position: Q1 2020 in Review

Aspen Investment Management sold out of Schwab 1000 Index ETF (SCHK) in Q1 2020, closing a stake of 22,420 shares — an estimated $354K sold.

Aspen Investment Management first reported a position in SCHK in Q2 2018 and held it in 7 quarters. The position peaked at $467K in Q2 2019. 75 funds tracked by Wall St. Rank hold SCHK as of Q1 2020.

  • Aspen Investment Management reported no remaining Schwab 1000 Index ETF position as of Q1 2020 after selling out during the quarter.
  • Aspen Investment Management sold 22,420 Schwab 1000 Index ETF shares in Q1 2020, an estimated $354K.
  • Aspen Investment Management first reported a position in Schwab 1000 Index ETF in Q2 2018 and held it in 7 quarters.
  • Aspen Investment Management's Schwab 1000 Index ETF position peaked at $467K in Q2 2019.
  • 75 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2020.

Based on Aspen Investment Management's 13F filing for Q1 2020, filed 15 May 2020.