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Prospera Financial Services’s Schwab 1000 Index ETF SCHK Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-304
Closed -$7K – 2428
2022
Q1 		$7K Buy
+304
New +$6.6K ﹤0.01% 2177

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WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
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Goldman Sachs
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CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Prospera Financial Services's SCHK Position: Q2 2022 in Review

Prospera Financial Services sold out of Schwab 1000 Index ETF (SCHK) in Q2 2022, closing a stake of 304 shares — an estimated $7K sold.

Prospera Financial Services first reported a position in SCHK in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 125 funds tracked by Wall St. Rank hold SCHK as of Q2 2022.

  • Prospera Financial Services reported no remaining Schwab 1000 Index ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 304 Schwab 1000 Index ETF shares in Q2 2022, an estimated $7K.
  • Prospera Financial Services first reported a position in Schwab 1000 Index ETF in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Schwab 1000 Index ETF position peaked at $7K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.