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Salomon & Ludwin’s Schwab 1000 Index ETF SCHK Stock Holding History

Salomon & Ludwin’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
2025
Q1 		– Sell
-557
Closed -$15.8K – 727
2024
Q4 		$15.8K Buy
+557
New +$15.9K ﹤0.01% 388

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
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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $147M AUM 15.07% 1-Year Est. Return

Salomon & Ludwin's SCHK Position: Q1 2025 in Review

Salomon & Ludwin sold out of Schwab 1000 Index ETF (SCHK) in Q1 2025, closing a stake of 557 shares — an estimated $15.8K sold.

Salomon & Ludwin first reported a position in SCHK in Q4 2024 and held it in 1 quarter. The position peaked at $15.8K in Q4 2024. 195 funds tracked by Wall St. Rank hold SCHK as of Q1 2025.

  • Salomon & Ludwin reported no remaining Schwab 1000 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Salomon & Ludwin sold 557 Schwab 1000 Index ETF shares in Q1 2025, an estimated $15.8K.
  • Salomon & Ludwin first reported a position in Schwab 1000 Index ETF in Q4 2024 and held it in 1 quarter.
  • Salomon & Ludwin's Schwab 1000 Index ETF position peaked at $15.8K in Q4 2024.
  • 195 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2025.

Based on Salomon & Ludwin's 13F filing for Q1 2025, filed 28 Apr 2025.