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Capital Advisors Inc’s Schwab 1000 Index ETF SCHK Stock Holding History

Capital Advisors Inc’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
Q1 		– Sell
-12,640
Closed -$233K – 268
2022
Q4 		$233K Hold
12,640
– – 0.01% 235
2022
Q3 		$219K Sell
12,640
-50
-0.4% -$962 0.01% 225
2022
Q2 		$231K Buy
12,690
+52
+0.4% +$1.03K 0.01% 226
2022
Q1 		$278K Buy
12,638
+2,500
+25% +$54.3K 0.01% 216
2021
Q4 		$236K Sell
10,138
-54
-0.5% -$1.23K 0.01% 225
2021
Q3 		$217K Buy
10,192
+56
+0.6% +$1.23K 0.01% 220
2021
Q2 		$216K Buy
+10,136
New +$210K 0.01% 226

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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
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
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Capital Advisors Inc's SCHK Position: Q1 2023 in Review

Capital Advisors Inc sold out of Schwab 1000 Index ETF (SCHK) in Q1 2023, closing a stake of 12,640 shares — an estimated $233K sold.

Capital Advisors Inc first reported a position in SCHK in Q2 2021 and held it in 7 quarters. The position peaked at $278K in Q1 2022. 126 funds tracked by Wall St. Rank hold SCHK as of Q1 2023.

  • Capital Advisors Inc reported no remaining Schwab 1000 Index ETF position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Inc sold 12,640 Schwab 1000 Index ETF shares in Q1 2023, an estimated $233K.
  • Capital Advisors Inc first reported a position in Schwab 1000 Index ETF in Q2 2021 and held it in 7 quarters.
  • Capital Advisors Inc's Schwab 1000 Index ETF position peaked at $278K in Q1 2022.
  • 126 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2023.

Based on Capital Advisors Inc's 13F filing for Q1 2023, filed 19 Apr 2023.