FM
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Foster & Motley’s Schwab 1000 Index ETF SCHK Stock Holding History

Foster & Motley’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
-37,224
Closed -$467K – 276
2020
Q1 		$467K Buy
+37,224
New +$557K 0.07% 175

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 $49.2B AUM 14.31% 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 $3.64B AUM 14.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Foster & Motley's SCHK Position: Q2 2020 in Review

Foster & Motley sold out of Schwab 1000 Index ETF (SCHK) in Q2 2020, closing a stake of 37,224 shares — an estimated $467K sold.

Foster & Motley first reported a position in SCHK in Q1 2020 and held it in 1 quarter. The position peaked at $467K in Q1 2020. 72 funds tracked by Wall St. Rank hold SCHK as of Q2 2020.

  • Foster & Motley reported no remaining Schwab 1000 Index ETF position as of Q2 2020 after selling out during the quarter.
  • Foster & Motley sold 37,224 Schwab 1000 Index ETF shares in Q2 2020, an estimated $467K.
  • Foster & Motley first reported a position in Schwab 1000 Index ETF in Q1 2020 and held it in 1 quarter.
  • Foster & Motley's Schwab 1000 Index ETF position peaked at $467K in Q1 2020.
  • 72 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2020.

Based on Foster & Motley's 13F filing for Q2 2020, filed 20 Jul 2020.