Bank of New York Mellon
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Bank of New York Mellon’s Schwab 1000 Index ETF SCHK Stock Holding History

Bank of New York Mellon’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
Q1 		– Sell
-11,736
Closed -$219K – 4361
2020
Q4 		$219K Buy
+11,736
New +$207K ﹤0.01% 3949
2020
Q1 		– Sell
-13,604
Closed -$215K – 4174
2019
Q4 		$215K Buy
+13,604
New +$206K ﹤0.01% 3897

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
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
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MWM
Madison Wealth Management Cincinnati, Ohio $476M AUM 18.78% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Bank of New York Mellon's SCHK Position: Q1 2021 in Review

Bank of New York Mellon sold out of Schwab 1000 Index ETF (SCHK) in Q1 2021, closing a stake of 11,736 shares — an estimated $219K sold.

Bank of New York Mellon first reported a position in SCHK in Q4 2019 and held it in 2 quarters. The position peaked at $219K in Q4 2020. 87 funds tracked by Wall St. Rank hold SCHK as of Q1 2021.

  • Bank of New York Mellon reported no remaining Schwab 1000 Index ETF position as of Q1 2021 after selling out during the quarter.
  • Bank of New York Mellon sold 11,736 Schwab 1000 Index ETF shares in Q1 2021, an estimated $219K.
  • Bank of New York Mellon first reported a position in Schwab 1000 Index ETF in Q4 2019 and held it in 2 quarters.
  • Bank of New York Mellon's Schwab 1000 Index ETF position peaked at $219K in Q4 2020.
  • 87 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2021.

Based on Bank of New York Mellon's 13F filing for Q1 2021, filed 13 May 2021.