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

Column 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
2023 Q3	$555K	Buy	26,896 +6	+0%	+$129	0.08%	79
2023 Q2	$575K	Buy	26,890 +6	+0%	+$121	0.08%	77
2023 Q1	$532K	Buy	26,884 +24,792	+1,185%	+$479K	0.08%	73
2022 Q4	$38.6K	Hold	2,092	–	–	0.01%	334
2022 Q3	$36K	Hold	2,092	–	–	0.01%	317
2022 Q2	$38K	Hold	2,092	–	–	0.01%	315
2022 Q1	$46K	Buy	2,092 +806	+63%	+$17.5K	0.01%	300
2021 Q4	$30K	Hold	1,286	–	–	0.01%	373
2021 Q3	$27K	Hold	1,286	–	–	0.01%	354
2021 Q2	$27K	Buy	1,286 +726	+130%	+$15.1K	0.01%	352
2021 Q1	$11K	Hold	560	–	–	﹤0.01%	459
2020 Q4	$10K	Hold	560	–	–	﹤0.01%	470
2020 Q3	$9K	Hold	560	–	–	﹤0.01%	460
2020 Q2	$8K	Hold	560	–	–	﹤0.01%	506
2020 Q1	$7K	Hold	560	–	–	﹤0.01%	446
2019 Q4	$8K	Buy	+560	New	+$8.47K	﹤0.01%	477

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

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

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CBFP

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Column Capital Advisors's SCHK Position: Q3 2023 in Review

Column Capital Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 0.02% in Q3 2023, buying an estimated $129 and bringing the position to 26,896 shares worth $555K. The position accounts for 0.08% of the portfolio, ranked #79.

Column Capital Advisors first reported a position in SCHK in Q4 2019 and has held it in 16 quarters since. The position peaked at $575K in Q2 2023. 132 funds tracked by Wall St. Rank hold SCHK as of Q3 2023.

Column Capital Advisors held 26,896 shares of Schwab 1000 Index ETF worth $555K as of Q3 2023.
Column Capital Advisors bought 6 Schwab 1000 Index ETF shares in Q3 2023, an estimated $129.
Schwab 1000 Index ETF made up 0.08% of Column Capital Advisors's portfolio in Q3 2023, its #79 holding.
Column Capital Advisors first reported a position in Schwab 1000 Index ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Schwab 1000 Index ETF position peaked at $575K in Q2 2023.
132 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.