Janney Montgomery Scott
SCHK icon

Janney Montgomery Scott’s Schwab 1000 Index ETF SCHK Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-59,400
Closed -$745K – 2059
2020
Q1 		$745K Sell
59,400
-224,362
-79% -$3.36M 0.01% 1053
2019
Q4 		$4.48M Buy
283,762
+24,896
+10% +$376K 0.03% 497
2019
Q3 		$3.77M Sell
258,866
-12,570
-5% -$183K 0.03% 527
2019
Q2 		$3.92M Hold
271,436
– – 0.03% 493
2019
Q1 		$3.78M Sell
271,436
-26,900
-9% -$360K 0.03% 489
2018
Q4 		$3.66M Buy
+298,336
New +$3.95M 0.04% 444

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott's SCHK Position: Q2 2020 in Review

Janney Montgomery Scott sold out of Schwab 1000 Index ETF (SCHK) in Q2 2020, closing a stake of 59,400 shares — an estimated $745K sold.

Janney Montgomery Scott first reported a position in SCHK in Q4 2018 and held it in 6 quarters. The position peaked at $4.48M in Q4 2019. 72 funds tracked by Wall St. Rank hold SCHK as of Q2 2020.

  • Janney Montgomery Scott reported no remaining Schwab 1000 Index ETF position as of Q2 2020 after selling out during the quarter.
  • Janney Montgomery Scott sold 59,400 Schwab 1000 Index ETF shares in Q2 2020, an estimated $745K.
  • Janney Montgomery Scott first reported a position in Schwab 1000 Index ETF in Q4 2018 and held it in 6 quarters.
  • Janney Montgomery Scott's Schwab 1000 Index ETF position peaked at $4.48M in Q4 2019.
  • 72 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2020.

Based on Janney Montgomery Scott's 13F filing for Q2 2020, filed 23 Jul 2020.