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Safeguard Investment Advisory Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-202
Closed -$3K – 588
2020
Q4 		$3K Buy
+202
New +$3.56K ﹤0.01% 600

Other funds holding SCHK

Financial Engines Advisors
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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MWM
Madison Wealth Management Cincinnati, Ohio $476M AUM 18.78% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Safeguard Investment Advisory Group's SCHK Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Schwab 1000 Index ETF (SCHK) in Q1 2021, closing a stake of 202 shares — an estimated $3K sold.

Safeguard Investment Advisory Group first reported a position in SCHK in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 87 funds tracked by Wall St. Rank hold SCHK as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Schwab 1000 Index ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 202 Schwab 1000 Index ETF shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in Schwab 1000 Index ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Schwab 1000 Index ETF position peaked at $3K in Q4 2020.
  • 87 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.