Cribstone Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Cribstone Capital 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 Q4	$628	Hold	34	–	–	﹤0.01%	378
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	393
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	425
2022 Q1	$1K	Hold	34	–	–	﹤0.01%	393
2021 Q4	$1K	Buy	34 +8	+31%	+$181	﹤0.01%	380
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	363
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	326
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	315
2020 Q4	$0	Hold	26	–	–	﹤0.01%	334
2020 Q3	$0	Hold	26	–	–	﹤0.01%	346
2020 Q2	$0	Hold	26	–	–	﹤0.01%	384
2020 Q1	$0	Buy	+26	New	+$389	﹤0.01%	388

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

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

PWMA

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

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

CBFP

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

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Cribstone Capital Management's SCHK Position: Q4 2022 in Review

Cribstone Capital Management held its Schwab 1000 Index ETF (SCHK) position steady in Q4 2022 at 34 shares worth $628. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Cribstone Capital Management first reported a position in SCHK in Q1 2020 and has held it in 12 quarters since. The position peaked at $1K in Q3 2022. 133 funds tracked by Wall St. Rank hold SCHK as of Q4 2022.

Cribstone Capital Management held 34 shares of Schwab 1000 Index ETF worth $628 as of Q4 2022.
Cribstone Capital Management left its Schwab 1000 Index ETF share count unchanged in Q4 2022.
Schwab 1000 Index ETF made up ﹤0.01% of Cribstone Capital Management's portfolio in Q4 2022, its #378 holding.
Cribstone Capital Management first reported a position in Schwab 1000 Index ETF in Q1 2020 and has held it in 12 quarters since.
Cribstone Capital Management's Schwab 1000 Index ETF position peaked at $1K in Q3 2022.
133 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.