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Pacific Capital Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Pacific Capital 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
2024
Q1 		– Sell
-280
Closed -$6.43K – 532
2023
Q4 		$6.43K Buy
+280
New +$6.02K ﹤0.01% 240

Other funds holding SCHK

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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
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 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
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Pacific Capital Wealth Advisors's SCHK Position: Q1 2024 in Review

Pacific Capital Wealth Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q1 2024, closing a stake of 280 shares — an estimated $6.43K sold.

Pacific Capital Wealth Advisors first reported a position in SCHK in Q4 2023 and held it in 1 quarter. The position peaked at $6.43K in Q4 2023. 154 funds tracked by Wall St. Rank hold SCHK as of Q1 2024.

  • Pacific Capital Wealth Advisors reported no remaining Schwab 1000 Index ETF position as of Q1 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 280 Schwab 1000 Index ETF shares in Q1 2024, an estimated $6.43K.
  • Pacific Capital Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q4 2023 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Schwab 1000 Index ETF position peaked at $6.43K in Q4 2023.
  • 154 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.