Kalos Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Kalos Management’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
2023 Q3	–	Sell	-1,246	Closed	-$26.7K	–	89
2023 Q2	$26.7K	Hold	1,246	–	–	0.06%	81
2023 Q1	$24.6K	Hold	1,246	–	–	0.05%	133
2022 Q4	$23K	Buy	+1,246	New	+$23.2K	0.05%	81
2019 Q1	–	Sell	-47,816	Closed	-$715K	–	172
2018 Q4	$715K	Buy	+47,816	New	+$633K	0.35%	83
2018 Q3	–	Sell	-47,816	Closed	-$668K	–	208
2018 Q2	$668K	Buy	+47,816	New	+$637K	0.3%	91

Other funds holding SCHK

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Kalos Management's SCHK Position: Q3 2023 in Review

Kalos Management sold out of Schwab 1000 Index ETF (SCHK) in Q3 2023, closing a stake of 1,246 shares — an estimated $26.7K sold.

Kalos Management first reported a position in SCHK in Q2 2018 and held it in 5 quarters. The position peaked at $715K in Q4 2018. 131 funds tracked by Wall St. Rank hold SCHK as of Q3 2023.

Kalos Management reported no remaining Schwab 1000 Index ETF position as of Q3 2023 after selling out during the quarter.
Kalos Management sold 1,246 Schwab 1000 Index ETF shares in Q3 2023, an estimated $26.7K.
Kalos Management first reported a position in Schwab 1000 Index ETF in Q2 2018 and held it in 5 quarters.
Kalos Management's Schwab 1000 Index ETF position peaked at $715K in Q4 2018.
131 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2023.

Based on Kalos Management's 13F filing for Q3 2023.