IA
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Independence Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Independence 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
2020
Q3 		$2K Hold
106
– – ﹤0.01% 168
2020
Q2 		$2K Buy
106
+4
+4% +$57 ﹤0.01% 161
2020
Q1 		$1K Buy
102
+8
+9% +$120 ﹤0.01% 152
2019
Q4 		$1K Buy
+94
New +$1.42K ﹤0.01% 160

Other funds holding SCHK

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
C
Clearshares New York $133M AUM 10.79% 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
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Independence Advisors's SCHK Position: Q3 2020 in Review

Independence Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q3 2020 at 106 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Independence Advisors first reported a position in SCHK in Q4 2019 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold SCHK as of Q3 2020.

  • Independence Advisors held 106 shares of Schwab 1000 Index ETF worth $2K as of Q3 2020.
  • Independence Advisors left its Schwab 1000 Index ETF share count unchanged in Q3 2020.
  • Schwab 1000 Index ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #168 holding.
  • Independence Advisors first reported a position in Schwab 1000 Index ETF in Q4 2019 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.