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Plante Moran Financial Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Plante Moran Financial 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
Q2 		– Hold
0
– – – 780
2022
Q4 		– Sell
-4,792
Closed -$83K – 958
2022
Q3 		$83K Buy
+4,792
New +$92.2K 0.01% 239
2021
Q4 		– Sell
-6,000
Closed -$128K – 1087
2021
Q3 		$128K Buy
+6,000
New +$131K 0.03% 230

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
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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Plante Moran Financial Advisors's SCHK Position: Q2 2024 in Review

Plante Moran Financial Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2024 at 0 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Plante Moran Financial Advisors first reported a position in SCHK in Q3 2021 and has held it in 2 quarters since. The position peaked at $128K in Q3 2021. 161 funds tracked by Wall St. Rank hold SCHK as of Q2 2024.

  • Plante Moran Financial Advisors held 0 shares of Schwab 1000 Index ETF worth $7 as of Q2 2024.
  • Plante Moran Financial Advisors left its Schwab 1000 Index ETF share count unchanged in Q2 2024.
  • Schwab 1000 Index ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2024, its #780 holding.
  • Plante Moran Financial Advisors first reported a position in Schwab 1000 Index ETF in Q3 2021 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Schwab 1000 Index ETF position peaked at $128K in Q3 2021.
  • 161 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.