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

IAG 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
2022
Q1 		– Sell
-4,158
Closed -$97K – 465
2021
Q4 		$97K Buy
+4,158
New +$94.3K 0.03% 87

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BIP
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KFS
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IAG Wealth Partners's SCHK Position: Q1 2022 in Review

IAG Wealth Partners sold out of Schwab 1000 Index ETF (SCHK) in Q1 2022, closing a stake of 4,158 shares — an estimated $97K sold.

IAG Wealth Partners first reported a position in SCHK in Q4 2021 and held it in 1 quarter. The position peaked at $97K in Q4 2021. 131 funds tracked by Wall St. Rank hold SCHK as of Q1 2022.

  • IAG Wealth Partners reported no remaining Schwab 1000 Index ETF position as of Q1 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 4,158 Schwab 1000 Index ETF shares in Q1 2022, an estimated $97K.
  • IAG Wealth Partners first reported a position in Schwab 1000 Index ETF in Q4 2021 and held it in 1 quarter.
  • IAG Wealth Partners's Schwab 1000 Index ETF position peaked at $97K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2022.

Based on IAG Wealth Partners's 13F filing for Q1 2022, filed 4 May 2022.