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Private Ocean’s Schwab 1000 Index ETF SCHK Stock Holding History

Private Ocean’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 		$41.8K Buy
1,598
+4
+0.3% +$101 ﹤0.01% 276
2024
Q1 		$40.4K Buy
1,594
+2
+0.1% +$48 ﹤0.01% 260
2023
Q4 		$36.7K Buy
1,592
+674
+73% +$14.5K ﹤0.01% 275
2023
Q3 		$18.9K Buy
918
+4
+0.4% +$86 ﹤0.01% 310
2023
Q2 		$19.6K Buy
914
+4
+0.4% +$81 ﹤0.01% 340
2023
Q1 		$18K Sell
910
-2
-0.2% -$39 ﹤0.01% 328
2022
Q4 		$16.8K Buy
912
+352
+63% +$6.54K ﹤0.01% 325
2022
Q3 		$9K Buy
560
+2
+0.4% +$38 ﹤0.01% 380
2022
Q2 		$10K Hold
558
– – ﹤0.01% 353
2022
Q1 		$12K Buy
558
+170
+44% +$3.69K ﹤0.01% 389
2021
Q4 		$9K Buy
388
+2
+0.5% +$45 ﹤0.01% 429
2021
Q3 		$8K Hold
386
– – ﹤0.01% 440
2021
Q2 		$8K Buy
386
+2
+0.5% +$41 ﹤0.01% 427
2021
Q1 		$8K Hold
384
– – ﹤0.01% 459
2020
Q4 		$7K Buy
384
+186
+94% +$3.28K ﹤0.01% 409
2020
Q3 		$3K Hold
198
– – ﹤0.01% 464
2020
Q2 		$3K Sell
198
-500
-72% -$7.16K ﹤0.01% 432
2020
Q1 		$8K Buy
698
+500
+253% +$7.48K ﹤0.01% 414
2019
Q4 		$4K Buy
198
+168
+560% +$2.54K ﹤0.01% 428
2019
Q3 		$1K Buy
30
+2
+7% +$29 ﹤0.01% 583
2019
Q2 		$0 Buy
+28
New +$397 ﹤0.01% 507

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

Private Ocean's SCHK Position: Q2 2024 in Review

Private Ocean increased its Schwab 1000 Index ETF (SCHK) stake by 0.25% in Q2 2024, buying an estimated $101 and bringing the position to 1,598 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Private Ocean first reported a position in SCHK in Q2 2019 and has held it in 21 quarters since. 161 funds tracked by Wall St. Rank hold SCHK as of Q2 2024.

  • Private Ocean held 1,598 shares of Schwab 1000 Index ETF worth $41.8K as of Q2 2024.
  • Private Ocean bought 4 Schwab 1000 Index ETF shares in Q2 2024, an estimated $101.
  • Schwab 1000 Index ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #276 holding.
  • Private Ocean first reported a position in Schwab 1000 Index ETF in Q2 2019 and has held it in 21 quarters since.
  • 161 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.