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INVST’s Schwab 1000 Index ETF SCHK Stock Holding History

INVST’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
Q4 		– Sell
-7,534
Closed -$208K – 262
2024
Q3 		$208K Buy
+7,534
New +$201K 0.03% 237

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
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return

INVST's SCHK Position: Q4 2024 in Review

INVST sold out of Schwab 1000 Index ETF (SCHK) in Q4 2024, closing a stake of 7,534 shares — an estimated $208K sold.

INVST first reported a position in SCHK in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 188 funds tracked by Wall St. Rank hold SCHK as of Q4 2024.

  • INVST reported no remaining Schwab 1000 Index ETF position as of Q4 2024 after selling out during the quarter.
  • INVST sold 7,534 Schwab 1000 Index ETF shares in Q4 2024, an estimated $208K.
  • INVST first reported a position in Schwab 1000 Index ETF in Q3 2024 and held it in 1 quarter.
  • INVST's Schwab 1000 Index ETF position peaked at $208K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2024.

Based on INVST's 13F filing for Q4 2024, filed 19 Feb 2025.