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Cobblestone Capital Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Cobblestone Capital 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
2019
Q1 		– Sell
-48,710
Closed -$597K – 249
2018
Q4 		$597K Buy
+48,710
New +$644K 0.06% 126

Other funds holding SCHK

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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return

Cobblestone Capital Advisors's SCHK Position: Q1 2019 in Review

Cobblestone Capital Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q1 2019, closing a stake of 48,710 shares — an estimated $597K sold.

Cobblestone Capital Advisors first reported a position in SCHK in Q4 2018 and held it in 1 quarter. The position peaked at $597K in Q4 2018. 47 funds tracked by Wall St. Rank hold SCHK as of Q1 2019.

  • Cobblestone Capital Advisors reported no remaining Schwab 1000 Index ETF position as of Q1 2019 after selling out during the quarter.
  • Cobblestone Capital Advisors sold 48,710 Schwab 1000 Index ETF shares in Q1 2019, an estimated $597K.
  • Cobblestone Capital Advisors first reported a position in Schwab 1000 Index ETF in Q4 2018 and held it in 1 quarter.
  • Cobblestone Capital Advisors's Schwab 1000 Index ETF position peaked at $597K in Q4 2018.
  • 47 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2019.

Based on Cobblestone Capital Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.