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Freedom Wealth Alliance’s Schwab 1000 Index ETF SCHK Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-760
Closed -$14K – 376
2022
Q4 		$14K Buy
+760
New +$14.1K 0.02% 247

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AAG
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WA
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CG
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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
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Freedom Wealth Alliance's SCHK Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Schwab 1000 Index ETF (SCHK) in Q1 2023, closing a stake of 760 shares — an estimated $14K sold.

Freedom Wealth Alliance first reported a position in SCHK in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 126 funds tracked by Wall St. Rank hold SCHK as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Schwab 1000 Index ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 760 Schwab 1000 Index ETF shares in Q1 2023, an estimated $14K.
  • Freedom Wealth Alliance first reported a position in Schwab 1000 Index ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Schwab 1000 Index ETF position peaked at $14K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.