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Dowling & Yahnke’s Schwab 1000 Index ETF SCHK Stock Holding History

Dowling & Yahnke’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
-10,000
Closed -$220K – 386
2022
Q1 		$220K Hold
10,000
– – 0.01% 351
2021
Q4 		$233K Buy
+10,000
New +$227K 0.01% 354
2018
Q2 		– Sell
-16,800
Closed -$218K – 280
2018
Q1 		$218K Buy
+16,800
New +$226K 0.02% 272

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

Dowling & Yahnke's SCHK Position: Q2 2022 in Review

Dowling & Yahnke sold out of Schwab 1000 Index ETF (SCHK) in Q2 2022, closing a stake of 10,000 shares — an estimated $220K sold.

Dowling & Yahnke first reported a position in SCHK in Q1 2018 and held it in 3 quarters. The position peaked at $233K in Q4 2021. 125 funds tracked by Wall St. Rank hold SCHK as of Q2 2022.

  • Dowling & Yahnke reported no remaining Schwab 1000 Index ETF position as of Q2 2022 after selling out during the quarter.
  • Dowling & Yahnke sold 10,000 Schwab 1000 Index ETF shares in Q2 2022, an estimated $220K.
  • Dowling & Yahnke first reported a position in Schwab 1000 Index ETF in Q1 2018 and held it in 3 quarters.
  • Dowling & Yahnke's Schwab 1000 Index ETF position peaked at $233K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2022.

Based on Dowling & Yahnke's 13F filing for Q2 2022, filed 10 Aug 2022.