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Morgan Dempsey Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Morgan Dempsey Capital Management’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
Q2 		– Sell
-6,580
Closed -$82K – 165
2020
Q1 		$82K Hold
6,580
– – 0.04% 60
2019
Q4 		$104K Hold
6,580
– – 0.04% 89
2019
Q3 		$96K Hold
6,580
– – 0.04% 112
2019
Q2 		$95K Hold
6,580
– – 0.04% 115
2019
Q1 		$92K Sell
6,580
-15,860
-71% -$212K 0.04% 117
2018
Q4 		$275K Buy
+22,440
New +$297K 0.12% 103

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Dempsey Capital Management's SCHK Position: Q2 2020 in Review

Morgan Dempsey Capital Management sold out of Schwab 1000 Index ETF (SCHK) in Q2 2020, closing a stake of 6,580 shares — an estimated $82K sold.

Morgan Dempsey Capital Management first reported a position in SCHK in Q4 2018 and held it in 6 quarters. The position peaked at $275K in Q4 2018. 72 funds tracked by Wall St. Rank hold SCHK as of Q2 2020.

  • Morgan Dempsey Capital Management reported no remaining Schwab 1000 Index ETF position as of Q2 2020 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 6,580 Schwab 1000 Index ETF shares in Q2 2020, an estimated $82K.
  • Morgan Dempsey Capital Management first reported a position in Schwab 1000 Index ETF in Q4 2018 and held it in 6 quarters.
  • Morgan Dempsey Capital Management's Schwab 1000 Index ETF position peaked at $275K in Q4 2018.
  • 72 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2020.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2020, filed 11 Aug 2020.