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Ladenburg Thalmann Financial Services’s Schwab 1000 Index ETF SCHK Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$47K Sell
2,986
-788
-21% -$11.9K ﹤0.01% 3573
2019
Q3 		$54K Sell
3,774
-5,216
-58% -$75.9K ﹤0.01% 3400
2019
Q2 		$130K Buy
8,990
+5,732
+176% +$81.3K ﹤0.01% 2786
2019
Q1 		$45K Sell
3,258
-17,792
-85% -$238K ﹤0.01% 3476
2018
Q4 		$258K Buy
+21,050
New +$278K ﹤0.01% 2042

Other funds holding SCHK

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SCHK Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Schwab 1000 Index ETF (SCHK) stake by 21% in Q4 2019, selling an estimated $11.9K and leaving 2,986 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #3573.

Ladenburg Thalmann Financial Services first reported a position in SCHK in Q4 2018 and has held it in 5 quarters since. The position peaked at $258K in Q4 2018. 72 funds tracked by Wall St. Rank hold SCHK as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,986 shares of Schwab 1000 Index ETF worth $47K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 788 Schwab 1000 Index ETF shares in Q4 2019, an estimated $11.9K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3573 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Schwab 1000 Index ETF in Q4 2018 and has held it in 5 quarters since.
  • Ladenburg Thalmann Financial Services's Schwab 1000 Index ETF position peaked at $258K in Q4 2018.
  • 72 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.