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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

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C
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HSA
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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.