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

HHM 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
2023
Q3 		– Sell
-54
Closed -$1.16K – 815
2023
Q2 		$1.16K Buy
+54
New +$1.09K ﹤0.01% 750

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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

HHM Wealth Advisors's SCHK Position: Q3 2023 in Review

HHM Wealth Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q3 2023, closing a stake of 54 shares — an estimated $1.16K sold.

HHM Wealth Advisors first reported a position in SCHK in Q2 2023 and held it in 1 quarter. The position peaked at $1.16K in Q2 2023. 131 funds tracked by Wall St. Rank hold SCHK as of Q3 2023.

  • HHM Wealth Advisors reported no remaining Schwab 1000 Index ETF position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 54 Schwab 1000 Index ETF shares in Q3 2023, an estimated $1.16K.
  • HHM Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q2 2023 and held it in 1 quarter.
  • HHM Wealth Advisors's Schwab 1000 Index ETF position peaked at $1.16K in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.