Brouwer & Janachowski’s Schwab 1000 Index ETF SCHK Stock Holding History

Brouwer & Janachowski’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 Q3	$1.22M	Hold	57,134	–	–	0.21%	26
2021 Q2	$1.22M	Sell	57,134 -720	-1%	-$14.9K	0.21%	27
2021 Q1	$1.14M	Hold	57,854	–	–	0.21%	25
2020 Q4	$1.08M	Hold	57,854	–	–	0.19%	26
2020 Q3	$954K	Hold	57,854	–	–	0.18%	27
2020 Q2	$878K	Sell	57,854 -1,988	-3%	-$28.5K	0.16%	27
2020 Q1	$750K	Hold	59,842	–	–	0.15%	26
2019 Q4	$945K	Hold	59,842	–	–	0.16%	26
2019 Q3	$872K	Hold	59,842	–	–	0.15%	25
2019 Q2	$864K	Hold	59,842	–	–	0.15%	27
2019 Q1	$833K	Hold	59,842	–	–	0.15%	27
2018 Q4	$734K	Buy	+59,842	New	+$792K	0.14%	29

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

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

Clearshares New York $133M AUM 10.79% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Brouwer & Janachowski's SCHK Position: Q3 2021 in Review

Brouwer & Janachowski held its Schwab 1000 Index ETF (SCHK) position steady in Q3 2021 at 57,134 shares worth $1.22M. The position accounts for 0.21% of the portfolio, ranked #26.

Brouwer & Janachowski first reported a position in SCHK in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.22M in Q2 2021. 98 funds tracked by Wall St. Rank hold SCHK as of Q3 2021.

Brouwer & Janachowski held 57,134 shares of Schwab 1000 Index ETF worth $1.22M as of Q3 2021.
Brouwer & Janachowski left its Schwab 1000 Index ETF share count unchanged in Q3 2021.
Schwab 1000 Index ETF made up 0.21% of Brouwer & Janachowski's portfolio in Q3 2021, its #26 holding.
Brouwer & Janachowski first reported a position in Schwab 1000 Index ETF in Q4 2018 and has held it in 12 quarters since.
Brouwer & Janachowski's Schwab 1000 Index ETF position peaked at $1.22M in Q2 2021.
98 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2021.

Based on Brouwer & Janachowski's 13F filing for Q3 2021, filed 19 Oct 2021.