GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-2,776
Closed -$59K – 936
2021
Q3 		$59K Buy
+2,776
New +$60.8K 0.01% 300

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
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
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SCHK Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Schwab 1000 Index ETF (SCHK) in Q4 2021, closing a stake of 2,776 shares — an estimated $59K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHK in Q3 2021 and held it in 1 quarter. The position peaked at $59K in Q3 2021. 123 funds tracked by Wall St. Rank hold SCHK as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Schwab 1000 Index ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2,776 Schwab 1000 Index ETF shares in Q4 2021, an estimated $59K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab 1000 Index ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Schwab 1000 Index ETF position peaked at $59K in Q3 2021.
  • 123 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.