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Laurel Wealth Advisors (California)’s Schwab 1000 Index ETF SCHK Stock Holding History

Laurel Wealth Advisors (California)’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
Q3 		– Sell
-19,804
Closed -$301K – 412
2020
Q2 		$301K Buy
19,804
+46
+0.2% +$659 0.06% 288
2020
Q1 		$247K Buy
+19,758
New +$296K 0.06% 315

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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SCHK Position: Q3 2020 in Review

Laurel Wealth Advisors (California) sold out of Schwab 1000 Index ETF (SCHK) in Q3 2020, closing a stake of 19,804 shares — an estimated $301K sold.

Laurel Wealth Advisors (California) first reported a position in SCHK in Q1 2020 and held it in 2 quarters. The position peaked at $301K in Q2 2020. 71 funds tracked by Wall St. Rank hold SCHK as of Q3 2020.

  • Laurel Wealth Advisors (California) reported no remaining Schwab 1000 Index ETF position as of Q3 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 19,804 Schwab 1000 Index ETF shares in Q3 2020, an estimated $301K.
  • Laurel Wealth Advisors (California) first reported a position in Schwab 1000 Index ETF in Q1 2020 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Schwab 1000 Index ETF position peaked at $301K in Q2 2020.
  • 71 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2020, filed 13 Nov 2020.