BC
SCHK icon

Barnett & Company’s Schwab 1000 Index ETF SCHK Stock Holding History

Barnett & Company’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
-3,200
Closed -$59K – 303
2020
Q4 		$59K Buy
3,200
+3,000
+1,500% +$52.8K 0.04% 152
2020
Q3 		$3K Buy
+200
New +$3.27K ﹤0.01% 270
2019
Q3 		– Sell
-1,474
Closed -$21K – 465
2019
Q2 		$21K Hold
1,474
– – 0.01% 211
2019
Q1 		$21K Hold
1,474
– – 0.01% 222
2018
Q4 		$18K Hold
1,474
– – 0.01% 239
2018
Q3 		$21K Hold
1,474
– – 0.01% 250
2018
Q2 		$20K Hold
1,474
– – 0.01% 227
2018
Q1 		$19K Buy
+1,474
New +$19.8K 0.01% 236

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 $5.05B AUM 16.64% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
MML Investors Services
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
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Barnett & Company's SCHK Position: Q1 2021 in Review

Barnett & Company sold out of Schwab 1000 Index ETF (SCHK) in Q1 2021, closing a stake of 3,200 shares — an estimated $59K sold.

Barnett & Company first reported a position in SCHK in Q1 2018 and held it in 8 quarters. The position peaked at $59K in Q4 2020. 87 funds tracked by Wall St. Rank hold SCHK as of Q1 2021.

  • Barnett & Company reported no remaining Schwab 1000 Index ETF position as of Q1 2021 after selling out during the quarter.
  • Barnett & Company sold 3,200 Schwab 1000 Index ETF shares in Q1 2021, an estimated $59K.
  • Barnett & Company first reported a position in Schwab 1000 Index ETF in Q1 2018 and held it in 8 quarters.
  • Barnett & Company's Schwab 1000 Index ETF position peaked at $59K in Q4 2020.
  • 87 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2021.

Based on Barnett & Company's 13F filing for Q1 2021, filed 19 Apr 2021.