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Newbridge Financial Services Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Newbridge Financial Services Group’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
2023
Q1 		– Sell
-412
Closed -$7.61K – 1466
2022
Q4 		$7.61K Hold
412
– – ﹤0.01% 975
2022
Q3 		$7K Hold
412
– – ﹤0.01% 977
2022
Q2 		$8K Hold
412
– – 0.01% 926
2022
Q1 		$9K Hold
412
– – ﹤0.01% 973
2021
Q4 		$10K Hold
412
– – ﹤0.01% 917
2021
Q3 		$9K Hold
412
– – 0.01% 913
2021
Q2 		$9K Hold
412
– – 0.01% 1015
2021
Q1 		$8K Hold
412
– – 0.01% 960
2020
Q4 		$8K Buy
+412
New +$7.26K 0.01% 774

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
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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Newbridge Financial Services Group's SCHK Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of Schwab 1000 Index ETF (SCHK) in Q1 2023, closing a stake of 412 shares — an estimated $7.61K sold.

Newbridge Financial Services Group first reported a position in SCHK in Q4 2020 and held it in 9 quarters. The position peaked at $10K in Q4 2021. 126 funds tracked by Wall St. Rank hold SCHK as of Q1 2023.

  • Newbridge Financial Services Group reported no remaining Schwab 1000 Index ETF position as of Q1 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 412 Schwab 1000 Index ETF shares in Q1 2023, an estimated $7.61K.
  • Newbridge Financial Services Group first reported a position in Schwab 1000 Index ETF in Q4 2020 and held it in 9 quarters.
  • Newbridge Financial Services Group's Schwab 1000 Index ETF position peaked at $10K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.