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McClarren Financial Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

McClarren Financial 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
2024
Q1 		– Sell
-1,166
Closed -$27K – 413
2023
Q4 		$27K Buy
1,166
+6
+0.5% +$129 0.02% 205
2023
Q3 		$23K Buy
1,160
+4
+0.3% +$86 0.02% 204
2023
Q2 		$24K Buy
1,156
+1,150
+19,167% +$23.3K 0.02% 204
2023
Q1 		$0 Hold
6
– – ﹤0.01% 445
2022
Q4 		$0 Hold
6
– – ﹤0.01% 452
2022
Q3 		$0 Buy
+6
New +$115 ﹤0.01% 330
2022
Q2 		– Sell
-6
Closed – – 220
2022
Q1 		$0 Hold
6
– – ﹤0.01% 304
2021
Q4 		$1K Buy
+6
New +$136 ﹤0.01% 325

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

McClarren Financial Advisors's SCHK Position: Q1 2024 in Review

McClarren Financial Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q1 2024, closing a stake of 1,166 shares — an estimated $27K sold.

McClarren Financial Advisors first reported a position in SCHK in Q4 2021 and held it in 8 quarters. The position peaked at $27K in Q4 2023. 154 funds tracked by Wall St. Rank hold SCHK as of Q1 2024.

  • McClarren Financial Advisors reported no remaining Schwab 1000 Index ETF position as of Q1 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 1,166 Schwab 1000 Index ETF shares in Q1 2024, an estimated $27K.
  • McClarren Financial Advisors first reported a position in Schwab 1000 Index ETF in Q4 2021 and held it in 8 quarters.
  • McClarren Financial Advisors's Schwab 1000 Index ETF position peaked at $27K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2024.

Based on McClarren Financial Advisors's 13F filing for Q1 2024, filed 3 May 2024.