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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 		$260K 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 		$115K 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 $56.3B AUM 17.83% 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 $891M AUM 22.99% 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
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

RE Dickinson Investment Advisors's SCHK Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 42% in Q4 2024, buying an estimated $76.9K and bringing the position to 9,180 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #44.

RE Dickinson Investment Advisors first reported a position in SCHK in Q4 2021 and has held it in 13 quarters since. 189 funds tracked by Wall St. Rank hold SCHK as of Q4 2024.

  • RE Dickinson Investment Advisors held 9,180 shares of Schwab 1000 Index ETF worth $260K as of Q4 2024.
  • RE Dickinson Investment Advisors bought 2,700 Schwab 1000 Index ETF shares in Q4 2024, an estimated $76.9K.
  • Schwab 1000 Index ETF made up 0.15% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #44 holding.
  • RE Dickinson Investment Advisors first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 13 quarters since.
  • 189 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.