CSWM
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Cassady Schiller Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$3.87M Buy
136,558
+7,762
+6% +$221K 1.42% 14
2024
Q3 		$3.56M Buy
128,796
+2,734
+2% +$72.8K 1.3% 17
2024
Q2 		$3.3M Buy
126,062
+19,828
+19% +$501K 1.34% 18
2024
Q1 		$2.69M Buy
106,234
+15,386
+17% +$370K 1.2% 19
2023
Q4 		$2.09M Buy
90,848
+192
+0.2% +$4.13K 1.05% 21
2023
Q3 		$1.87M Buy
90,656
+8,176
+10% +$176K 1.04% 22
2023
Q2 		$1.76M Buy
82,480
+3,448
+4% +$69.8K 0.96% 23
2023
Q1 		$1.56M Sell
79,032
-28,668
-27% -$554K 0.74% 28
2022
Q4 		$1.99M Buy
107,700
+20,228
+23% +$376K 1.22% 18
2022
Q3 		$1.51M Sell
87,472
-6,394
-7% -$123K 0.87% 25
2022
Q2 		$1.71M Buy
93,866
+1,170
+1% +$23.2K 0.9% 23
2022
Q1 		$2.04M Buy
92,696
+8,430
+10% +$183K 0.98% 22
2021
Q4 		$1.96M Buy
+84,266
New +$1.91M 1.18% 20

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
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 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
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return

Cassady Schiller Wealth Management's SCHK Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Schwab 1000 Index ETF (SCHK) stake by 6% in Q4 2024, buying an estimated $221K and bringing the position to 136,558 shares worth $3.87M. The position accounts for 1.42% of the portfolio, ranked #14.

Cassady Schiller Wealth Management first reported a position in SCHK in Q4 2021 and has held it in 13 quarters since. 188 funds tracked by Wall St. Rank hold SCHK as of Q4 2024.

  • Cassady Schiller Wealth Management held 136,558 shares of Schwab 1000 Index ETF worth $3.87M as of Q4 2024.
  • Cassady Schiller Wealth Management bought 7,762 Schwab 1000 Index ETF shares in Q4 2024, an estimated $221K.
  • Schwab 1000 Index ETF made up 1.42% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #14 holding.
  • Cassady Schiller Wealth Management first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 13 quarters since.
  • 188 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.