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Financial Synergies Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-4
Closed -$103 – 387
2024
Q1 		$103 Buy
+4
New +$96 ﹤0.01% 494
2023
Q4 		– Sell
-4
Closed -$84 – 535
2023
Q3 		$84 Hold
4
– – ﹤0.01% 493
2023
Q2 		$86 Buy
4
+2
+100% +$40 ﹤0.01% 491
2023
Q1 		$40 Buy
+2
New +$39 ﹤0.01% 493

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
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Synergies Wealth Advisors's SCHK Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q2 2024, closing a stake of 4 shares — an estimated $103 sold.

Financial Synergies Wealth Advisors first reported a position in SCHK in Q1 2023 and held it in 4 quarters. The position peaked at $103 in Q1 2024. 161 funds tracked by Wall St. Rank hold SCHK as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Schwab 1000 Index ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 4 Schwab 1000 Index ETF shares in Q2 2024, an estimated $103.
  • Financial Synergies Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q1 2023 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Schwab 1000 Index ETF position peaked at $103 in Q1 2024.
  • 161 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.