AAS
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Avantax Advisory Services’s Schwab 1000 Index ETF SCHK Stock Holding History

Avantax Advisory 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
2020
Q2 		– Sell
-31,274
Closed -$392K – 889
2020
Q1 		$392K Buy
31,274
+12,334
+65% +$185K 0.01% 501
2019
Q4 		$296K Buy
+18,940
New +$286K 0.01% 628

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 $56.3B AUM 17.83% 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
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Avantax Advisory Services's SCHK Position: Q2 2020 in Review

Avantax Advisory Services sold out of Schwab 1000 Index ETF (SCHK) in Q2 2020, closing a stake of 31,274 shares — an estimated $392K sold.

Avantax Advisory Services first reported a position in SCHK in Q4 2019 and held it in 2 quarters. The position peaked at $392K in Q1 2020. 72 funds tracked by Wall St. Rank hold SCHK as of Q2 2020.

  • Avantax Advisory Services reported no remaining Schwab 1000 Index ETF position as of Q2 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 31,274 Schwab 1000 Index ETF shares in Q2 2020, an estimated $392K.
  • Avantax Advisory Services first reported a position in Schwab 1000 Index ETF in Q4 2019 and held it in 2 quarters.
  • Avantax Advisory Services's Schwab 1000 Index ETF position peaked at $392K in Q1 2020.
  • 72 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2020.

Based on Avantax Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.