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Avalon Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Avalon Capital 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
2018
Q1 		– Sell
-68,336
Closed -$897K – 78
2017
Q4 		$897K Buy
+68,336
New +$876K 0.8% 41

Other funds holding SCHK

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LIM
Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return

Avalon Capital Management's SCHK Position: Q1 2018 in Review

Avalon Capital Management sold out of Schwab 1000 Index ETF (SCHK) in Q1 2018, closing a stake of 68,336 shares — an estimated $897K sold.

Avalon Capital Management first reported a position in SCHK in Q4 2017 and held it in 1 quarter. The position peaked at $897K in Q4 2017. 13 funds tracked by Wall St. Rank hold SCHK as of Q1 2018.

  • Avalon Capital Management reported no remaining Schwab 1000 Index ETF position as of Q1 2018 after selling out during the quarter.
  • Avalon Capital Management sold 68,336 Schwab 1000 Index ETF shares in Q1 2018, an estimated $897K.
  • Avalon Capital Management first reported a position in Schwab 1000 Index ETF in Q4 2017 and held it in 1 quarter.
  • Avalon Capital Management's Schwab 1000 Index ETF position peaked at $897K in Q4 2017.
  • 13 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2018.

Based on Avalon Capital Management's 13F filing for Q1 2018, filed 16 Apr 2018.