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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return