FWP
SCHK icon

FAS Wealth Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

FAS Wealth Partners’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
2020
Q2 		– Sell
-10,860
Closed -$136K – 325
2020
Q1 		$136K Buy
10,860
+8,930
+463% +$134K 0.02% 214
2019
Q4 		$30K Buy
+1,930
New +$29.2K 0.01% 245

Other funds holding SCHK

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

FAS Wealth Partners's SCHK Position: Q2 2020 in Review

FAS Wealth Partners sold out of Schwab 1000 Index ETF (SCHK) in Q2 2020, closing a stake of 10,860 shares — an estimated $136K sold.

FAS Wealth Partners first reported a position in SCHK in Q4 2019 and held it in 2 quarters. The position peaked at $136K in Q1 2020. 72 funds tracked by Wall St. Rank hold SCHK as of Q2 2020.

  • FAS Wealth Partners reported no remaining Schwab 1000 Index ETF position as of Q2 2020 after selling out during the quarter.
  • FAS Wealth Partners sold 10,860 Schwab 1000 Index ETF shares in Q2 2020, an estimated $136K.
  • FAS Wealth Partners first reported a position in Schwab 1000 Index ETF in Q4 2019 and held it in 2 quarters.
  • FAS Wealth Partners's Schwab 1000 Index ETF position peaked at $136K in Q1 2020.
  • 72 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2020.

Based on FAS Wealth Partners's 13F filing for Q2 2020, filed 21 Jul 2020.