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Concorde Asset Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Concorde Asset Management’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
Q2 		– Sell
-11,282
Closed -$248K – 157
2022
Q1 		$248K Buy
+11,282
New +$245K 0.16% 128

Other funds holding SCHK

Financial Engines Advisors
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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Concorde Asset Management's SCHK Position: Q2 2022 in Review

Concorde Asset Management sold out of Schwab 1000 Index ETF (SCHK) in Q2 2022, closing a stake of 11,282 shares — an estimated $248K sold.

Concorde Asset Management first reported a position in SCHK in Q1 2022 and held it in 1 quarter. The position peaked at $248K in Q1 2022. 125 funds tracked by Wall St. Rank hold SCHK as of Q2 2022.

  • Concorde Asset Management reported no remaining Schwab 1000 Index ETF position as of Q2 2022 after selling out during the quarter.
  • Concorde Asset Management sold 11,282 Schwab 1000 Index ETF shares in Q2 2022, an estimated $248K.
  • Concorde Asset Management first reported a position in Schwab 1000 Index ETF in Q1 2022 and held it in 1 quarter.
  • Concorde Asset Management's Schwab 1000 Index ETF position peaked at $248K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2022.

Based on Concorde Asset Management's 13F filing for Q2 2022, filed 5 Aug 2022.