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Paces Ferry Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Paces Ferry Wealth 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
2021
Q3 		– Sell
-14,694
Closed -$313K – 124
2021
Q2 		$313K Buy
14,694
+42
+0.3% +$871 0.24% 86
2021
Q1 		$289K Buy
+14,652
New +$283K 0.25% 86
2020
Q4 		– Sell
-8,358
Closed -$138K – 926
2020
Q3 		$138K Buy
+8,358
New +$136K 0.12% 129

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
C
Clearshares New York $133M AUM 10.79% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Paces Ferry Wealth Advisors's SCHK Position: Q3 2021 in Review

Paces Ferry Wealth Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q3 2021, closing a stake of 14,694 shares — an estimated $313K sold.

Paces Ferry Wealth Advisors first reported a position in SCHK in Q3 2020 and held it in 3 quarters. The position peaked at $313K in Q2 2021. 98 funds tracked by Wall St. Rank hold SCHK as of Q3 2021.

  • Paces Ferry Wealth Advisors reported no remaining Schwab 1000 Index ETF position as of Q3 2021 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 14,694 Schwab 1000 Index ETF shares in Q3 2021, an estimated $313K.
  • Paces Ferry Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q3 2020 and held it in 3 quarters.
  • Paces Ferry Wealth Advisors's Schwab 1000 Index ETF position peaked at $313K in Q2 2021.
  • 98 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2021.

Based on Paces Ferry Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.