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First Allied Advisory Services’s Schwab 1000 Index ETF SCHK Stock Holding History

First Allied Advisory Services’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
Q3 		$416K Hold
25,240
– – 0.01% 772
2020
Q2 		$383K Sell
25,240
-3,710
-13% -$53.1K 0.01% 737
2020
Q1 		$363K Buy
+28,950
New +$433K 0.02% 701

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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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MWM
Madison Wealth Management Cincinnati, Ohio $476M AUM 18.78% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

First Allied Advisory Services's SCHK Position: Q3 2020 in Review

First Allied Advisory Services held its Schwab 1000 Index ETF (SCHK) position steady in Q3 2020 at 25,240 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #772.

First Allied Advisory Services first reported a position in SCHK in Q1 2020 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold SCHK as of Q3 2020.

  • First Allied Advisory Services held 25,240 shares of Schwab 1000 Index ETF worth $416K as of Q3 2020.
  • First Allied Advisory Services left its Schwab 1000 Index ETF share count unchanged in Q3 2020.
  • Schwab 1000 Index ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #772 holding.
  • First Allied Advisory Services first reported a position in Schwab 1000 Index ETF in Q1 2020 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.