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MYCIO Wealth Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

MYCIO Wealth Partners’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
Q1 		– Sell
-1,000
Closed -$16K – 324
2019
Q4 		$16K Buy
+1,000
New +$15.1K ﹤0.01% 438

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MYCIO Wealth Partners's SCHK Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Schwab 1000 Index ETF (SCHK) in Q1 2020, closing a stake of 1,000 shares — an estimated $16K sold.

MYCIO Wealth Partners first reported a position in SCHK in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 75 funds tracked by Wall St. Rank hold SCHK as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Schwab 1000 Index ETF position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,000 Schwab 1000 Index ETF shares in Q1 2020, an estimated $16K.
  • MYCIO Wealth Partners first reported a position in Schwab 1000 Index ETF in Q4 2019 and held it in 1 quarter.
  • MYCIO Wealth Partners's Schwab 1000 Index ETF position peaked at $16K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.