Roble Belko & Company’s Schwab 1000 Index ETF SCHK Stock Holding History

Roble Belko & Company’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 Q4	–	Sell	-514	Closed	-$9K	–	344
2022 Q3	$9K	Hold	514	–	–	﹤0.01%	250
2022 Q2	$9K	Hold	514	–	–	﹤0.01%	247
2022 Q1	$11K	Hold	514	–	–	﹤0.01%	283
2021 Q4	$12K	Hold	514	–	–	﹤0.01%	257
2021 Q3	$11K	Hold	514	–	–	﹤0.01%	240
2021 Q2	$11K	Sell	514 -200	-28%	-$4.15K	﹤0.01%	259
2021 Q1	$14K	Hold	714	–	–	﹤0.01%	238
2020 Q4	$13K	Sell	714 -216	-23%	-$3.81K	﹤0.01%	225
2020 Q3	$15K	Hold	930	–	–	﹤0.01%	208
2020 Q2	$14K	Hold	930	–	–	﹤0.01%	224
2020 Q1	$12K	Buy	+930	New	+$13.9K	﹤0.01%	236

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

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

CBFP

Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

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

Roble Belko & Company's SCHK Position: Q4 2022 in Review

Roble Belko & Company sold out of Schwab 1000 Index ETF (SCHK) in Q4 2022, closing a stake of 514 shares — an estimated $9K sold.

Roble Belko & Company first reported a position in SCHK in Q1 2020 and held it in 11 quarters. The position peaked at $15K in Q3 2020. 132 funds tracked by Wall St. Rank hold SCHK as of Q4 2022.

Roble Belko & Company reported no remaining Schwab 1000 Index ETF position as of Q4 2022 after selling out during the quarter.
Roble Belko & Company sold 514 Schwab 1000 Index ETF shares in Q4 2022, an estimated $9K.
Roble Belko & Company first reported a position in Schwab 1000 Index ETF in Q1 2020 and held it in 11 quarters.
Roble Belko & Company's Schwab 1000 Index ETF position peaked at $15K in Q3 2020.
132 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2022.

Based on Roble Belko & Company's 13F filing for Q4 2022, filed 8 Feb 2023.