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RE Dickinson Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

RE Dickinson Investment 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
Q4 		$2.6M Buy
9,180
+2,700
+42% +$76.9K 0.15% 44
2024
Q3 		$179K Buy
6,480
+2,492
+62% +$66.3K 0.1% 52
2024
Q2 		$104K Buy
3,988
+22
+0.6% +$556 0.06% 66
2024
Q1 		$100K Buy
3,966
+142
+4% +$3.42K 0.06% 61
2023
Q4 		$88K Buy
3,824
+30
+0.8% +$645 0.06% 63
2023
Q3 		$78K Buy
3,794
+18
+0.5% +$387 0.05% 64
2023
Q2 		$81K Buy
3,776
+34
+0.9% +$688 0.03% 125
2023
Q1 		$74K Buy
3,742
+8
+0.2% +$155 0.03% 140
2022
Q4 		$69K Hold
3,734
– – 0.03% 130
2022
Q3 		$65K Sell
3,734
-2,590
-41% -$49.8K 0.05% 66
2022
Q2 		$115 Sell
6,324
-398
-6% -$7.91K 0.02% 50
2022
Q1 		$148K Sell
6,722
-3,142
-32% -$68.2K 0.1% 49
2021
Q4 		$230K Buy
+9,864
New +$224K 0.17% 37

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 $1.77B AUM 35.55% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $123M AUM 14.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return