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Loring Wolcott & Coolidge Fiduciary Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2018
Q4 		– Sell
-6,334
Closed -$91K – 724
2018
Q3 		$91K Hold
6,334
– – ﹤0.01% 361
2018
Q2 		$85K Buy
+6,334
New +$84.4K ﹤0.01% 372

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SCHK Position: Q4 2018 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q4 2018, closing a stake of 6,334 shares — an estimated $91K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SCHK in Q2 2018 and held it in 2 quarters. The position peaked at $91K in Q3 2018. 44 funds tracked by Wall St. Rank hold SCHK as of Q4 2018.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Schwab 1000 Index ETF position as of Q4 2018 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 6,334 Schwab 1000 Index ETF shares in Q4 2018, an estimated $91K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Schwab 1000 Index ETF in Q2 2018 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Schwab 1000 Index ETF position peaked at $91K in Q3 2018.
  • 44 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2018.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.