CSWM
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Cassady Schiller Wealth Management’s FlexShares Credit-Scored US Corporate Bond Index Fund SKOR Stock Holding History

Cassady Schiller Wealth Management’s Portfolio SKOR Stock Details SKOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-101
Closed -$4.68K – 485
2022
Q4 		$4.68K Buy
+101
New +$4.65K ﹤0.01% 373

Other funds holding SKOR

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CNBT
Cornerstone National Bank & Trust Palatine, Illinois $296M AUM 12.13% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HIM
Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cassady Schiller Wealth Management's SKOR Position: Q1 2023 in Review

Cassady Schiller Wealth Management sold out of FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) in Q1 2023, closing a stake of 101 shares — an estimated $4.68K sold.

Cassady Schiller Wealth Management first reported a position in SKOR in Q4 2022 and held it in 1 quarter. The position peaked at $4.68K in Q4 2022. 30 funds tracked by Wall St. Rank hold SKOR as of Q1 2023.

  • Cassady Schiller Wealth Management reported no remaining FlexShares Credit-Scored US Corporate Bond Index Fund position as of Q1 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 101 FlexShares Credit-Scored US Corporate Bond Index Fund shares in Q1 2023, an estimated $4.68K.
  • Cassady Schiller Wealth Management first reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund in Q4 2022 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's FlexShares Credit-Scored US Corporate Bond Index Fund position peaked at $4.68K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held FlexShares Credit-Scored US Corporate Bond Index Fund as of Q1 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.