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RegentAtlantic Capital’s Schwab 1000 Index ETF SCHK Stock Holding History

RegentAtlantic Capital’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
Q3 		$238K Buy
13,766
+984
+8% +$18.9K 0.01% 606
2022
Q2 		$233K Buy
12,782
+370
+3% +$7.35K 0.01% 601
2022
Q1 		$273K Buy
12,412
+1,506
+14% +$32.7K 0.01% 589
2021
Q4 		$254K Buy
+10,906
New +$247K 0.01% 610

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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RegentAtlantic Capital's SCHK Position: Q3 2022 in Review

RegentAtlantic Capital increased its Schwab 1000 Index ETF (SCHK) stake by 7.7% in Q3 2022, buying an estimated $18.9K and bringing the position to 13,766 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #606.

RegentAtlantic Capital first reported a position in SCHK in Q4 2021 and has held it in 4 quarters since. The position peaked at $273K in Q1 2022. 121 funds tracked by Wall St. Rank hold SCHK as of Q3 2022.

  • RegentAtlantic Capital held 13,766 shares of Schwab 1000 Index ETF worth $238K as of Q3 2022.
  • RegentAtlantic Capital bought 984 Schwab 1000 Index ETF shares in Q3 2022, an estimated $18.9K.
  • Schwab 1000 Index ETF made up 0.01% of RegentAtlantic Capital's portfolio in Q3 2022, its #606 holding.
  • RegentAtlantic Capital first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 4 quarters since.
  • RegentAtlantic Capital's Schwab 1000 Index ETF position peaked at $273K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.