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Concourse Financial Group Securities’s Schwab 1000 Index ETF SCHK Stock Holding History

Concourse Financial Group Securities’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
Q3 		– Sell
-50
Closed -$962 – 2251
2022
Q2 		$1K Buy
+50
New +$993 ﹤0.01% 2137

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Concourse Financial Group Securities's SCHK Position: Q3 2022 in Review

Concourse Financial Group Securities sold out of Schwab 1000 Index ETF (SCHK) in Q3 2022, closing a stake of 50 shares — an estimated $962 sold.

Concourse Financial Group Securities first reported a position in SCHK in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 121 funds tracked by Wall St. Rank hold SCHK as of Q3 2022.

  • Concourse Financial Group Securities reported no remaining Schwab 1000 Index ETF position as of Q3 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 50 Schwab 1000 Index ETF shares in Q3 2022, an estimated $962.
  • Concourse Financial Group Securities first reported a position in Schwab 1000 Index ETF in Q2 2022 and held it in 1 quarter.
  • Concourse Financial Group Securities's Schwab 1000 Index ETF position peaked at $1K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2022.

Based on Concourse Financial Group Securities's 13F filing for Q3 2022, filed 15 Nov 2022.