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Phocas Financial Corp’s Schwab 1000 Index ETF SCHK Stock Holding History

Phocas Financial Corp’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
Q1 		– Sell
-13,328
Closed -$310K – 221
2021
Q4 		$310K Hold
13,328
– – 0.04% 178
2021
Q3 		$284K Hold
13,328
– – 0.04% 192
2021
Q2 		$284K Buy
+13,328
New +$277K 0.04% 197
2020
Q2 		– Hold
0
– – – 180
2020
Q1 		– Hold
0
– – – 176
2019
Q4 		– Hold
0
– – – 172
2019
Q3 		– Hold
0
– – – 178
2019
Q2 		– Hold
0
– – – 173
2018
Q4 		– Hold
0
– – – 236

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
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
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

Phocas Financial Corp's SCHK Position: Q1 2022 in Review

Phocas Financial Corp sold out of Schwab 1000 Index ETF (SCHK) in Q1 2022, closing a stake of 13,328 shares — an estimated $310K sold.

Phocas Financial Corp first reported a position in SCHK in Q2 2021 and held it in 3 quarters. The position peaked at $310K in Q4 2021. 131 funds tracked by Wall St. Rank hold SCHK as of Q1 2022.

  • Phocas Financial Corp reported no remaining Schwab 1000 Index ETF position as of Q1 2022 after selling out during the quarter.
  • Phocas Financial Corp sold 13,328 Schwab 1000 Index ETF shares in Q1 2022, an estimated $310K.
  • Phocas Financial Corp first reported a position in Schwab 1000 Index ETF in Q2 2021 and held it in 3 quarters.
  • Phocas Financial Corp's Schwab 1000 Index ETF position peaked at $310K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2022.

Based on Phocas Financial Corp's 13F filing for Q1 2022, filed 25 May 2022.