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Avion Wealth’s Schwab 1000 Index ETF SCHK Stock Holding History

Avion Wealth’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
2023
Q4 		– Sell
-1,248
Closed -$25K – 1313
2023
Q3 		$25K Hold
1,248
– – 0.01% 197
2023
Q2 		$26K Hold
1,248
– – 0.01% 207
2023
Q1 		$23K Hold
1,248
– – 0.01% 202
2022
Q4 		$21K Hold
1,248
– – 0.01% 207
2022
Q3 		$22K Hold
1,248
– – 0.01% 205
2022
Q2 		$23K Buy
+1,248
New +$24.8K 0.01% 194

Other funds holding SCHK

Financial Engines Advisors
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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Avion Wealth's SCHK Position: Q4 2023 in Review

Avion Wealth sold out of Schwab 1000 Index ETF (SCHK) in Q4 2023, closing a stake of 1,248 shares — an estimated $25K sold.

Avion Wealth first reported a position in SCHK in Q2 2022 and held it in 6 quarters. The position peaked at $26K in Q2 2023. 138 funds tracked by Wall St. Rank hold SCHK as of Q4 2023.

  • Avion Wealth reported no remaining Schwab 1000 Index ETF position as of Q4 2023 after selling out during the quarter.
  • Avion Wealth sold 1,248 Schwab 1000 Index ETF shares in Q4 2023, an estimated $25K.
  • Avion Wealth first reported a position in Schwab 1000 Index ETF in Q2 2022 and held it in 6 quarters.
  • Avion Wealth's Schwab 1000 Index ETF position peaked at $26K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.