Baird Financial Group
SCHK icon

Baird Financial Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Baird Financial Group’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
Q1 		– Sell
-73,788
Closed -$1.36M – 1748
2022
Q4 		$1.36M Buy
73,788
+5,940
+9% +$110K ﹤0.01% 982
2022
Q3 		$1.17M Buy
67,848
+37,514
+124% +$722K ﹤0.01% 999
2022
Q2 		$553K Buy
+30,334
New +$602K ﹤0.01% 1309

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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Baird Financial Group's SCHK Position: Q1 2023 in Review

Baird Financial Group sold out of Schwab 1000 Index ETF (SCHK) in Q1 2023, closing a stake of 73,788 shares — an estimated $1.36M sold.

Baird Financial Group first reported a position in SCHK in Q2 2022 and held it in 3 quarters. The position peaked at $1.36M in Q4 2022. 126 funds tracked by Wall St. Rank hold SCHK as of Q1 2023.

  • Baird Financial Group reported no remaining Schwab 1000 Index ETF position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 73,788 Schwab 1000 Index ETF shares in Q1 2023, an estimated $1.36M.
  • Baird Financial Group first reported a position in Schwab 1000 Index ETF in Q2 2022 and held it in 3 quarters.
  • Baird Financial Group's Schwab 1000 Index ETF position peaked at $1.36M in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.