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Highline Wealth Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Highline Wealth Partners’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
2024
Q3 		– Sell
-54
Closed -$1.41K – 631
2024
Q2 		$1.41K Buy
54
+12
+29% +$303 ﹤0.01% 429
2024
Q1 		$1.06K Buy
+42
New +$1.01K ﹤0.01% 371

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WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Highline Wealth Partners's SCHK Position: Q3 2024 in Review

Highline Wealth Partners sold out of Schwab 1000 Index ETF (SCHK) in Q3 2024, closing a stake of 54 shares — an estimated $1.41K sold.

Highline Wealth Partners first reported a position in SCHK in Q1 2024 and held it in 2 quarters. The position peaked at $1.41K in Q2 2024. 171 funds tracked by Wall St. Rank hold SCHK as of Q3 2024.

  • Highline Wealth Partners reported no remaining Schwab 1000 Index ETF position as of Q3 2024 after selling out during the quarter.
  • Highline Wealth Partners sold 54 Schwab 1000 Index ETF shares in Q3 2024, an estimated $1.41K.
  • Highline Wealth Partners first reported a position in Schwab 1000 Index ETF in Q1 2024 and held it in 2 quarters.
  • Highline Wealth Partners's Schwab 1000 Index ETF position peaked at $1.41K in Q2 2024.
  • 171 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2024.

Based on Highline Wealth Partners's 13F filing for Q3 2024, filed 25 Oct 2024.