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

Resurgent 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
2024
Q1 		– Sell
-1,200
Closed -$27.6K – 424
2023
Q4 		$27.6K Sell
1,200
-1,720
-59% -$37K 0.02% 436
2023
Q3 		$60.3K Hold
2,920
– – 0.04% 297
2023
Q2 		$62.5K Hold
2,920
– – 0.04% 301
2023
Q1 		$57.7K Hold
2,920
– – 0.04% 311
2022
Q4 		$53.9K Buy
+2,920
New +$54.3K 0.03% 410

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 $1.66B AUM 13.15% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Resurgent Financial Advisors's SCHK Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q1 2024, closing a stake of 1,200 shares — an estimated $27.6K sold.

Resurgent Financial Advisors first reported a position in SCHK in Q4 2022 and held it in 5 quarters. The position peaked at $62.5K in Q2 2023. 155 funds tracked by Wall St. Rank hold SCHK as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Schwab 1000 Index ETF position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,200 Schwab 1000 Index ETF shares in Q1 2024, an estimated $27.6K.
  • Resurgent Financial Advisors first reported a position in Schwab 1000 Index ETF in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Schwab 1000 Index ETF position peaked at $62.5K in Q2 2023.
  • 155 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.