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 Santa Clara, California $56.3B AUM 17.83% 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 $891M AUM 22.99% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 155 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.
155 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.