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Ritholtz Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Ritholtz Wealth Management’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
Q3 		– Sell
-7,712
Closed -$202K – 907
2024
Q2 		$202K Buy
+7,712
New +$195K 0.01% 767

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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
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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

Ritholtz Wealth Management's SCHK Position: Q3 2024 in Review

Ritholtz Wealth Management sold out of Schwab 1000 Index ETF (SCHK) in Q3 2024, closing a stake of 7,712 shares — an estimated $202K sold.

Ritholtz Wealth Management first reported a position in SCHK in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 171 funds tracked by Wall St. Rank hold SCHK as of Q3 2024.

  • Ritholtz Wealth Management reported no remaining Schwab 1000 Index ETF position as of Q3 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 7,712 Schwab 1000 Index ETF shares in Q3 2024, an estimated $202K.
  • Ritholtz Wealth Management first reported a position in Schwab 1000 Index ETF in Q2 2024 and held it in 1 quarter.
  • Ritholtz Wealth Management's Schwab 1000 Index ETF position peaked at $202K in Q2 2024.
  • 171 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2024.

Based on Ritholtz Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.