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Imprint Wealth’s Schwab 1000 Index ETF SCHK Stock Holding History

Imprint Wealth’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
Q1 		$320K Buy
+12,668
New +$305K 0.08% 216

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
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 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
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Imprint Wealth's SCHK Position: Q1 2024 in Review

Imprint Wealth opened a new position in Schwab 1000 Index ETF (SCHK) in Q1 2024: 12,668 shares worth $320K. The stake represents 0.08% of the portfolio and ranks #216 among its holdings.

154 funds tracked by Wall St. Rank hold SCHK as of Q1 2024.

  • Imprint Wealth held 12,668 shares of Schwab 1000 Index ETF worth $320K as of Q1 2024.
  • Schwab 1000 Index ETF was a new Imprint Wealth position in Q1 2024.
  • Schwab 1000 Index ETF made up 0.08% of Imprint Wealth's portfolio in Q1 2024, its #216 holding.
  • 154 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.