Clearshares’s Schwab 1000 Index ETF SCHK Stock Holding History

Clearshares’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 Q4	$3.61M	Hold	169,498	–	–	2.71%	16
2021 Q3	$3.61M	Buy	169,498 +4,132	+2%	+$90.5K	2.71%	16
2021 Q2	$3.26M	Buy	165,366 +2,066	+1%	+$42.9K	2.53%	18
2021 Q1	$3.22M	Buy	+163,300	New	+$3.15M	2.61%	19
2020 Q3	$4.88M	Hold	295,608	–	–	4.23%	2
2020 Q2	$4.42M	Hold	295,608	–	–	3.54%	10
2020 Q1	$3.71M	Buy	295,608 +7,480	+3%	+$112K	5.22%	11
2019 Q4	$4.55M	Buy	288,128 +18,000	+7%	+$272K	4.25%	16
2019 Q3	$3.94M	Sell	270,128 -21,684	-7%	-$315K	3.86%	20
2019 Q2	$4.21M	Buy	291,812 +150,200	+106%	+$2.13M	3.85%	16
2019 Q1	$1.97M	Buy	+141,612	New	+$1.9M	1.91%	23

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Clearshares's SCHK Position: Q4 2021 in Review

Clearshares held its Schwab 1000 Index ETF (SCHK) position steady in Q4 2021 at 169,498 shares worth $3.61M. The position accounts for 2.71% of the portfolio, ranked #16.

Clearshares first reported a position in SCHK in Q1 2019 and has held it in 11 quarters since. The position peaked at $4.88M in Q3 2020. 123 funds tracked by Wall St. Rank hold SCHK as of Q4 2021.

Clearshares held 169,498 shares of Schwab 1000 Index ETF worth $3.61M as of Q4 2021.
Clearshares left its Schwab 1000 Index ETF share count unchanged in Q4 2021.
Schwab 1000 Index ETF made up 2.71% of Clearshares's portfolio in Q4 2021, its #16 holding.
Clearshares first reported a position in Schwab 1000 Index ETF in Q1 2019 and has held it in 11 quarters since.
Clearshares's Schwab 1000 Index ETF position peaked at $4.88M in Q3 2020.
123 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2021.

Based on Clearshares's 13F filing for Q4 2021, filed 24 Mar 2022.