Retirement Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Retirement Group’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	$3.23K	Buy	128 +2	+2%	+$48	﹤0.01%	612
2023 Q4	$2.92K	Hold	126	–	–	﹤0.01%	594
2023 Q3	$2.61K	Hold	126	–	–	﹤0.01%	555
2023 Q2	$2.7K	Hold	126	–	–	﹤0.01%	582
2023 Q1	$2K	Hold	126	–	–	﹤0.01%	602
2022 Q4	$2K	Buy	+126	New	+$2.34K	﹤0.01%	541
2022 Q3	–	Sell	-924	Closed	-$17K	–	744
2022 Q2	$17K	Hold	924	–	–	0.01%	356
2022 Q1	$20K	Hold	924	–	–	0.01%	346
2021 Q4	$22K	Buy	924 +2	+0.2%	+$45	0.01%	321
2021 Q3	$20K	Hold	922	–	–	0.01%	310
2021 Q2	$20K	Hold	922	–	–	0.01%	333
2021 Q1	$18K	Buy	922 +802	+668%	+$15.5K	0.01%	399
2020 Q4	$2K	Sell	120 -2	-2%	-$35	﹤0.01%	582
2020 Q3	$2K	Buy	122 +2	+2%	+$33	﹤0.01%	573
2020 Q2	$2K	Buy	+120	New	+$1.72K	﹤0.01%	558

Other funds holding SCHK

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Retirement Group's SCHK Position: Q1 2024 in Review

Retirement Group increased its Schwab 1000 Index ETF (SCHK) stake by 1.6% in Q1 2024, buying an estimated $48 and bringing the position to 128 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Retirement Group first reported a position in SCHK in Q2 2020 and has held it in 15 quarters since. The position peaked at $22K in Q4 2021. 154 funds tracked by Wall St. Rank hold SCHK as of Q1 2024.

Retirement Group held 128 shares of Schwab 1000 Index ETF worth $3.23K as of Q1 2024.
Retirement Group bought 2 Schwab 1000 Index ETF shares in Q1 2024, an estimated $48.
Schwab 1000 Index ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #612 holding.
Retirement Group first reported a position in Schwab 1000 Index ETF in Q2 2020 and has held it in 15 quarters since.
Retirement Group's Schwab 1000 Index ETF position peaked at $22K in Q4 2021.
154 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.