HB
SCHK icon

Homrich & Berg’s Schwab 1000 Index ETF SCHK Stock Holding History

Homrich & Berg’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
Q1 		– Sell
-17,622
Closed -$329K – 427
2020
Q4 		$329K Hold
17,622
– – 0.01% 308
2020
Q3 		$291K Sell
17,622
-3,000
-15% -$49K 0.01% 267
2020
Q2 		$313K Buy
+20,622
New +$295K 0.01% 249

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
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MWM
Madison Wealth Management Cincinnati, Ohio $476M AUM 18.78% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Homrich & Berg's SCHK Position: Q1 2021 in Review

Homrich & Berg sold out of Schwab 1000 Index ETF (SCHK) in Q1 2021, closing a stake of 17,622 shares — an estimated $329K sold.

Homrich & Berg first reported a position in SCHK in Q2 2020 and held it in 3 quarters. The position peaked at $329K in Q4 2020. 87 funds tracked by Wall St. Rank hold SCHK as of Q1 2021.

  • Homrich & Berg reported no remaining Schwab 1000 Index ETF position as of Q1 2021 after selling out during the quarter.
  • Homrich & Berg sold 17,622 Schwab 1000 Index ETF shares in Q1 2021, an estimated $329K.
  • Homrich & Berg first reported a position in Schwab 1000 Index ETF in Q2 2020 and held it in 3 quarters.
  • Homrich & Berg's Schwab 1000 Index ETF position peaked at $329K in Q4 2020.
  • 87 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2021.

Based on Homrich & Berg's 13F filing for Q1 2021, filed 17 May 2021.