RFA
SCHK icon

Reilly Financial Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Reilly Financial 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
2018
Q3 		– Sell
-1,200
Closed -$16K – 1047
2018
Q2 		$16K Buy
+1,200
New +$16K ﹤0.01% 569

Other funds holding SCHK

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Reilly Financial Advisors's SCHK Position: Q3 2018 in Review

Reilly Financial Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q3 2018, closing a stake of 1,200 shares — an estimated $16K sold.

Reilly Financial Advisors first reported a position in SCHK in Q2 2018 and held it in 1 quarter. The position peaked at $16K in Q2 2018. 18 funds tracked by Wall St. Rank hold SCHK as of Q3 2018.

  • Reilly Financial Advisors reported no remaining Schwab 1000 Index ETF position as of Q3 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,200 Schwab 1000 Index ETF shares in Q3 2018, an estimated $16K.
  • Reilly Financial Advisors first reported a position in Schwab 1000 Index ETF in Q2 2018 and held it in 1 quarter.
  • Reilly Financial Advisors's Schwab 1000 Index ETF position peaked at $16K in Q2 2018.
  • 18 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.