Koshinski Asset Management
SCHK icon

Koshinski Asset Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Koshinski Asset 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
2024
Q4 		– Sell
-8,308
Closed -$230K – 663
2024
Q3 		$230K Buy
8,308
+16
+0.2% +$426 0.02% 557
2024
Q2 		$221K Sell
8,292
-1,256
-13% -$31.7K 0.02% 547
2024
Q1 		$242K Buy
+9,548
New +$230K 0.02% 487
2023
Q4 		– Sell
-10,596
Closed -$219K – 614
2023
Q3 		$219K Sell
10,596
-880
-8% -$18.9K 0.03% 506
2023
Q2 		$246K Sell
11,476
-3,648
-24% -$73.8K 0.03% 495
2023
Q1 		$299K Buy
15,124
+280
+2% +$5.41K 0.03% 424
2022
Q4 		$274K Buy
14,844
+48
+0.3% +$892 0.03% 480
2022
Q3 		$256K Sell
14,796
-134
-0.9% -$2.58K 0.03% 444
2022
Q2 		$272K Buy
14,930
+42
+0.3% +$834 0.03% 486
2022
Q1 		$328K Buy
14,888
+2
+0% +$43 0.03% 466
2021
Q4 		$347K Buy
14,886
+4,160
+39% +$94.3K 0.03% 482
2021
Q3 		$228K Buy
+10,726
New +$235K 0.02% 573

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

Koshinski Asset Management's SCHK Position: Q4 2024 in Review

Koshinski Asset Management sold out of Schwab 1000 Index ETF (SCHK) in Q4 2024, closing a stake of 8,308 shares — an estimated $230K sold.

Koshinski Asset Management first reported a position in SCHK in Q3 2021 and held it in 12 quarters. The position peaked at $347K in Q4 2021. 188 funds tracked by Wall St. Rank hold SCHK as of Q4 2024.

  • Koshinski Asset Management reported no remaining Schwab 1000 Index ETF position as of Q4 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 8,308 Schwab 1000 Index ETF shares in Q4 2024, an estimated $230K.
  • Koshinski Asset Management first reported a position in Schwab 1000 Index ETF in Q3 2021 and held it in 12 quarters.
  • Koshinski Asset Management's Schwab 1000 Index ETF position peaked at $347K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2024.

Based on Koshinski Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.