CWP
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Capital Wealth Planning’s Schwab 1000 Index ETF SCHK Stock Holding History

Capital Wealth Planning’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
2020
Q2 		– Sell
-17,968
Closed -$225K – 185
2020
Q1 		$225K Sell
17,968
-2,832
-14% -$42.4K 0.01% 198
2019
Q4 		$328K Hold
20,800
– – 0.02% 145
2019
Q3 		$307K Sell
20,800
-1,546
-7% -$22.5K 0.02% 182
2019
Q2 		$323K Buy
+22,346
New +$317K 0.02% 172

Other funds holding SCHK

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Capital Wealth Planning's SCHK Position: Q2 2020 in Review

Capital Wealth Planning sold out of Schwab 1000 Index ETF (SCHK) in Q2 2020, closing a stake of 17,968 shares — an estimated $225K sold.

Capital Wealth Planning first reported a position in SCHK in Q2 2019 and held it in 4 quarters. The position peaked at $328K in Q4 2019. 72 funds tracked by Wall St. Rank hold SCHK as of Q2 2020.

  • Capital Wealth Planning reported no remaining Schwab 1000 Index ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 17,968 Schwab 1000 Index ETF shares in Q2 2020, an estimated $225K.
  • Capital Wealth Planning first reported a position in Schwab 1000 Index ETF in Q2 2019 and held it in 4 quarters.
  • Capital Wealth Planning's Schwab 1000 Index ETF position peaked at $328K in Q4 2019.
  • 72 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.