Blueprint Investment Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Blueprint Investment Partners’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 Q2	–	Sell	-163,374	Closed	-$3.23M	–	217
2023 Q1	$3.23M	Buy	163,374 +1,856	+1%	+$35.9K	0.74%	38
2022 Q4	$2.98M	Hold	161,518	–	–	0.63%	35
2022 Q3	$2.79M	Hold	161,518	–	–	0.76%	26
2022 Q2	$2.94M	Buy	161,518 +3,712	+2%	+$73.7K	0.79%	24
2022 Q1	$3.47M	Sell	157,806 -13,758	-8%	-$299K	0.89%	27
2021 Q4	$4M	Buy	+171,564	New	+$3.89M	0.98%	26

Other funds holding SCHK

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Blueprint Investment Partners's SCHK Position: Q2 2023 in Review

Blueprint Investment Partners sold out of Schwab 1000 Index ETF (SCHK) in Q2 2023, closing a stake of 163,374 shares — an estimated $3.23M sold.

Blueprint Investment Partners first reported a position in SCHK in Q4 2021 and held it in 6 quarters. The position peaked at $4M in Q4 2021. 129 funds tracked by Wall St. Rank hold SCHK as of Q2 2023.

Blueprint Investment Partners reported no remaining Schwab 1000 Index ETF position as of Q2 2023 after selling out during the quarter.
Blueprint Investment Partners sold 163,374 Schwab 1000 Index ETF shares in Q2 2023, an estimated $3.23M.
Blueprint Investment Partners first reported a position in Schwab 1000 Index ETF in Q4 2021 and held it in 6 quarters.
Blueprint Investment Partners's Schwab 1000 Index ETF position peaked at $4M in Q4 2021.
129 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2023.

Based on Blueprint Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.