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Benjamin F. Edwards & Company’s Schwab 1000 Index ETF SCHK Stock Holding History

Benjamin F. Edwards & 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
2019
Q4 		– Sell
-200
Closed -$3K – 1941
2019
Q3 		$3K Buy
+200
New +$2.91K ﹤0.01% 1703

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CG
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Financial Engines Advisors
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C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Benjamin F. Edwards & Company's SCHK Position: Q4 2019 in Review

Benjamin F. Edwards & Company sold out of Schwab 1000 Index ETF (SCHK) in Q4 2019, closing a stake of 200 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in SCHK in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 72 funds tracked by Wall St. Rank hold SCHK as of Q4 2019.

  • Benjamin F. Edwards & Company reported no remaining Schwab 1000 Index ETF position as of Q4 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 200 Schwab 1000 Index ETF shares in Q4 2019, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in Schwab 1000 Index ETF in Q3 2019 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Schwab 1000 Index ETF position peaked at $3K in Q3 2019.
  • 72 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2019, filed 6 Feb 2020.