Cetera Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Cetera Advisors’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 Q1	$1.46M	Buy	57,450 +30,780	+115%	+$741K	0.01%	975
2023 Q4	$614K	Sell	26,670 -46	-0.2%	-$988	0.01%	1013
2023 Q3	$552K	Buy	26,716 +4,926	+23%	+$106K	0.01%	1002
2023 Q2	$466K	Sell	21,790 -2,824	-11%	-$57.1K	0.01%	1096
2023 Q1	$487K	Buy	24,614 +920	+4%	+$17.8K	0.01%	1033
2022 Q4	$438K	Hold	23,694	–	–	0.01%	1047
2022 Q3	$410K	Hold	23,694	–	–	0.01%	868
2022 Q2	$432K	Hold	23,694	–	–	0.01%	907
2022 Q1	$522K	Sell	23,694 -7,656	-24%	-$166K	0.01%	861
2021 Q4	$730K	Hold	31,350	–	–	0.01%	725
2021 Q3	$668K	Hold	31,350	–	–	0.01%	757
2021 Q2	$669K	Buy	+31,350	New	+$650K	0.02%	696

Other funds holding SCHK

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Cetera Advisors's SCHK Position: Q1 2024 in Review

Cetera Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 115% in Q1 2024, buying an estimated $741K and bringing the position to 57,450 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #975.

Cetera Advisors first reported a position in SCHK in Q2 2021 and has held it in 12 quarters since. 154 funds tracked by Wall St. Rank hold SCHK as of Q1 2024.

Cetera Advisors held 57,450 shares of Schwab 1000 Index ETF worth $1.46M as of Q1 2024.
Cetera Advisors bought 30,780 Schwab 1000 Index ETF shares in Q1 2024, an estimated $741K.
Schwab 1000 Index ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #975 holding.
Cetera Advisors first reported a position in Schwab 1000 Index ETF in Q2 2021 and has held it in 12 quarters since.
154 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.