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Carmichael Hill & Associates’s Schwab 1000 Index ETF SCHK Stock Holding History

Carmichael Hill & Associates’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
Q2 		– Sell
-1,140
Closed -$22K – 793
2021
Q1 		$22K Buy
1,140
+4
+0.4% +$77 0.01% 490
2020
Q4 		$21K Buy
1,136
+42
+4% +$740 0.01% 464
2020
Q3 		$18K Buy
1,094
+202
+23% +$3.3K 0.01% 445
2020
Q2 		$14K Buy
892
+88
+11% +$1.26K 0.01% 456
2020
Q1 		$10K Buy
804
+46
+6% +$688 0.01% 466
2019
Q4 		$12K Buy
+758
New +$11.5K 0.01% 464

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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 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
MWM
Madison Wealth Management Cincinnati, Ohio $476M AUM 18.78% 1-Year Est. Return

Carmichael Hill & Associates's SCHK Position: Q2 2021 in Review

Carmichael Hill & Associates sold out of Schwab 1000 Index ETF (SCHK) in Q2 2021, closing a stake of 1,140 shares — an estimated $22K sold.

Carmichael Hill & Associates first reported a position in SCHK in Q4 2019 and held it in 6 quarters. The position peaked at $22K in Q1 2021. 92 funds tracked by Wall St. Rank hold SCHK as of Q2 2021.

  • Carmichael Hill & Associates reported no remaining Schwab 1000 Index ETF position as of Q2 2021 after selling out during the quarter.
  • Carmichael Hill & Associates sold 1,140 Schwab 1000 Index ETF shares in Q2 2021, an estimated $22K.
  • Carmichael Hill & Associates first reported a position in Schwab 1000 Index ETF in Q4 2019 and held it in 6 quarters.
  • Carmichael Hill & Associates's Schwab 1000 Index ETF position peaked at $22K in Q1 2021.
  • 92 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2021.

Based on Carmichael Hill & Associates's 13F filing for Q2 2021, filed 3 Aug 2021.