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Goodwin Investment Advisory’s Schwab 1000 Index ETF SCHK Stock Holding History

Goodwin Investment Advisory’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
2022
Q3 		– Sell
-1,012
Closed -$18.4K – 238
2022
Q2 		$18.4K Hold
1,012
– – 0.01% 105
2022
Q1 		$22K Hold
1,012
– – 0.02% 120
2021
Q4 		$24K Hold
1,012
– – 0.02% 104
2021
Q3 		$22K Hold
1,012
– – 0.02% 98
2021
Q2 		$22K Buy
+1,012
New +$21K 0.02% 97

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goodwin Investment Advisory's SCHK Position: Q3 2022 in Review

Goodwin Investment Advisory sold out of Schwab 1000 Index ETF (SCHK) in Q3 2022, closing a stake of 1,012 shares — an estimated $18.4K sold.

Goodwin Investment Advisory first reported a position in SCHK in Q2 2021 and held it in 5 quarters. The position peaked at $24K in Q4 2021. 121 funds tracked by Wall St. Rank hold SCHK as of Q3 2022.

  • Goodwin Investment Advisory reported no remaining Schwab 1000 Index ETF position as of Q3 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 1,012 Schwab 1000 Index ETF shares in Q3 2022, an estimated $18.4K.
  • Goodwin Investment Advisory first reported a position in Schwab 1000 Index ETF in Q2 2021 and held it in 5 quarters.
  • Goodwin Investment Advisory's Schwab 1000 Index ETF position peaked at $24K in Q4 2021.
  • 121 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2022.

Based on Goodwin Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.