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Clarius Group LLC’s Schwab 1000 Index ETF SCHK Stock Holding History

Clarius Group LLC’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
2022
Q3 		– Sell
-12,056
Closed -$220K – 512
2022
Q2 		$220K Buy
+12,056
New +$239K 0.02% 418

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clarius Group LLC's SCHK Position: Q3 2022 in Review

Clarius Group LLC sold out of Schwab 1000 Index ETF (SCHK) in Q3 2022, closing a stake of 12,056 shares — an estimated $220K sold.

Clarius Group LLC first reported a position in SCHK in Q2 2022 and held it in 1 quarter. The position peaked at $220K in Q2 2022. 121 funds tracked by Wall St. Rank hold SCHK as of Q3 2022.

  • Clarius Group LLC reported no remaining Schwab 1000 Index ETF position as of Q3 2022 after selling out during the quarter.
  • Clarius Group LLC sold 12,056 Schwab 1000 Index ETF shares in Q3 2022, an estimated $220K.
  • Clarius Group LLC first reported a position in Schwab 1000 Index ETF in Q2 2022 and held it in 1 quarter.
  • Clarius Group LLC's Schwab 1000 Index ETF position peaked at $220K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2022.

Based on Clarius Group LLC's 13F filing for Q3 2022, filed 24 Oct 2022.