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Kathmere Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Kathmere Capital 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
2021
Q1 		– Sell
-5,020
Closed -$94K – 351
2020
Q4 		$94K Sell
5,020
-1,376
-22% -$24.2K 0.02% 196
2020
Q3 		$105K Sell
6,396
-27,778
-81% -$453K 0.03% 174
2020
Q2 		$519K Hold
34,174
– – 0.15% 57
2020
Q1 		$428K Buy
+34,174
New +$511K 0.16% 56

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
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
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
C
Clearshares New York $133M AUM 10.79% 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
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Kathmere Capital Management's SCHK Position: Q1 2021 in Review

Kathmere Capital Management sold out of Schwab 1000 Index ETF (SCHK) in Q1 2021, closing a stake of 5,020 shares — an estimated $94K sold.

Kathmere Capital Management first reported a position in SCHK in Q1 2020 and held it in 4 quarters. The position peaked at $519K in Q2 2020. 87 funds tracked by Wall St. Rank hold SCHK as of Q1 2021.

  • Kathmere Capital Management reported no remaining Schwab 1000 Index ETF position as of Q1 2021 after selling out during the quarter.
  • Kathmere Capital Management sold 5,020 Schwab 1000 Index ETF shares in Q1 2021, an estimated $94K.
  • Kathmere Capital Management first reported a position in Schwab 1000 Index ETF in Q1 2020 and held it in 4 quarters.
  • Kathmere Capital Management's Schwab 1000 Index ETF position peaked at $519K in Q2 2020.
  • 87 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2021.

Based on Kathmere Capital Management's 13F filing for Q1 2021, filed 7 May 2021.