Avantax Planning Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Avantax Planning Partners’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
2021 Q2	–	Sell	-92,802	Closed	-$1.83M	–	342
2021 Q1	$1.83M	Sell	92,802 -8,990	-9%	-$174K	0.09%	90
2020 Q4	$1.9M	Hold	101,792	–	–	0.1%	88
2020 Q3	$1.68M	Sell	101,792 -75,482	-43%	-$1.23M	0.09%	93
2020 Q2	$2.69M	Hold	177,274	–	–	0.15%	56
2020 Q1	$2.22M	Hold	177,274	–	–	0.15%	50
2019 Q4	$2.8M	Hold	177,274	–	–	0.16%	51
2019 Q3	$2.58M	Hold	177,274	–	–	0.16%	55
2019 Q2	$2.59M	Hold	177,274	–	–	0.17%	56
2019 Q1	$2.47M	Sell	177,274 -99,656	-36%	-$1.33M	0.17%	55
2018 Q4	$3.4M	Buy	+276,930	New	+$3.66M	0.26%	33

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Clearshares New York $133M AUM 10.79% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MWM

Madison Wealth Management Cincinnati, Ohio $476M AUM 18.78% 1-Year Est. Return

Avantax Planning Partners's SCHK Position: Q2 2021 in Review

Avantax Planning Partners sold out of Schwab 1000 Index ETF (SCHK) in Q2 2021, closing a stake of 92,802 shares — an estimated $1.83M sold.

Avantax Planning Partners first reported a position in SCHK in Q4 2018 and held it in 10 quarters. The position peaked at $3.4M in Q4 2018. 92 funds tracked by Wall St. Rank hold SCHK as of Q2 2021.

Avantax Planning Partners reported no remaining Schwab 1000 Index ETF position as of Q2 2021 after selling out during the quarter.
Avantax Planning Partners sold 92,802 Schwab 1000 Index ETF shares in Q2 2021, an estimated $1.83M.
Avantax Planning Partners first reported a position in Schwab 1000 Index ETF in Q4 2018 and held it in 10 quarters.
Avantax Planning Partners's Schwab 1000 Index ETF position peaked at $3.4M in Q4 2018.
92 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2021.

Based on Avantax Planning Partners's 13F filing for Q2 2021, filed 10 Aug 2021.