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Heritage Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Heritage Wealth Advisors’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
Q1 		– Sell
-8
Closed -$126 – 562
2019
Q4 		$126 Hold
8
– – ﹤0.01% 708
2019
Q3 		$0 Hold
8
– – ﹤0.01% 464
2019
Q2 		$115 Hold
8
– – ﹤0.01% 443
2019
Q1 		$111 Hold
8
– – ﹤0.01% 444
2018
Q4 		$0 Buy
+8
New +$106 ﹤0.01% 409

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Heritage Wealth Advisors's SCHK Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q1 2020, closing a stake of 8 shares — an estimated $126 sold.

Heritage Wealth Advisors first reported a position in SCHK in Q4 2018 and held it in 5 quarters. The position peaked at $126 in Q4 2019. 75 funds tracked by Wall St. Rank hold SCHK as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining Schwab 1000 Index ETF position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 8 Schwab 1000 Index ETF shares in Q1 2020, an estimated $126.
  • Heritage Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q4 2018 and held it in 5 quarters.
  • Heritage Wealth Advisors's Schwab 1000 Index ETF position peaked at $126 in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.