Patten Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Patten 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
2019 Q1	–	Sell	-50	Closed	-$1K	–	461
2018 Q4	$1K	Buy	+50	New	+$661	﹤0.01%	577

Other funds holding SCHK

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Clearshares New York $133M AUM 10.79% 1-Year Est. Return

Patten Group's SCHK Position: Q1 2019 in Review

Patten Group sold out of Schwab 1000 Index ETF (SCHK) in Q1 2019, closing a stake of 50 shares — an estimated $1K sold.

Patten Group first reported a position in SCHK in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 47 funds tracked by Wall St. Rank hold SCHK as of Q1 2019.

Patten Group reported no remaining Schwab 1000 Index ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 50 Schwab 1000 Index ETF shares in Q1 2019, an estimated $1K.
Patten Group first reported a position in Schwab 1000 Index ETF in Q4 2018 and held it in 1 quarter.
Patten Group's Schwab 1000 Index ETF position peaked at $1K in Q4 2018.
47 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.