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Oppenheimer & Co’s Schwab 1000 Index ETF SCHK Stock Holding History

Oppenheimer & Co’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
2022
Q2 		– Sell
-9,138
Closed -$201K – 1523
2022
Q1 		$201K Hold
9,138
– – ﹤0.01% 1355
2021
Q4 		$213K Buy
+9,138
New +$207K ﹤0.01% 1374

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Oppenheimer & Co's SCHK Position: Q2 2022 in Review

Oppenheimer & Co sold out of Schwab 1000 Index ETF (SCHK) in Q2 2022, closing a stake of 9,138 shares — an estimated $201K sold.

Oppenheimer & Co first reported a position in SCHK in Q4 2021 and held it in 2 quarters. The position peaked at $213K in Q4 2021. 125 funds tracked by Wall St. Rank hold SCHK as of Q2 2022.

  • Oppenheimer & Co reported no remaining Schwab 1000 Index ETF position as of Q2 2022 after selling out during the quarter.
  • Oppenheimer & Co sold 9,138 Schwab 1000 Index ETF shares in Q2 2022, an estimated $201K.
  • Oppenheimer & Co first reported a position in Schwab 1000 Index ETF in Q4 2021 and held it in 2 quarters.
  • Oppenheimer & Co's Schwab 1000 Index ETF position peaked at $213K in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2022.

Based on Oppenheimer & Co's 13F filing for Q2 2022, filed 8 Aug 2022.