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Enterprise Financial Services Corp (EFSC)’s Schwab 1000 Index ETF SCHK Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
2021
Q3 		– Sell
-304
Closed -$6K – 1056
2021
Q2 		$6K Sell
304
-1,070
-78% -$22.2K ﹤0.01% 898
2021
Q1 		$27K Sell
1,374
-488
-26% -$9.42K ﹤0.01% 534
2020
Q4 		$35K Buy
1,862
+1,190
+177% +$21K 0.01% 451
2020
Q3 		$11K Hold
672
– – ﹤0.01% 678
2020
Q2 		$10K Hold
672
– – ﹤0.01% 702
2020
Q1 		$8K Hold
672
– – ﹤0.01% 698
2019
Q4 		$11K Sell
672
-40
-6% -$605 ﹤0.01% 709
2019
Q3 		$10K Hold
712
– – ﹤0.01% 713
2019
Q2 		$10K Hold
712
– – ﹤0.01% 744
2019
Q1 		$10K Buy
+712
New +$9.53K ﹤0.01% 749

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SCHK Position: Q3 2021 in Review

Enterprise Financial Services Corp (EFSC) sold out of Schwab 1000 Index ETF (SCHK) in Q3 2021, closing a stake of 304 shares — an estimated $6K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SCHK in Q1 2019 and held it in 10 quarters. The position peaked at $35K in Q4 2020. 98 funds tracked by Wall St. Rank hold SCHK as of Q3 2021.

  • Enterprise Financial Services Corp (EFSC) reported no remaining Schwab 1000 Index ETF position as of Q3 2021 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 304 Schwab 1000 Index ETF shares in Q3 2021, an estimated $6K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in Schwab 1000 Index ETF in Q1 2019 and held it in 10 quarters.
  • Enterprise Financial Services Corp (EFSC)'s Schwab 1000 Index ETF position peaked at $35K in Q4 2020.
  • 98 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2021.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2021, filed 15 Nov 2021.