SSWM
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Sheets Smith Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Sheets Smith 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
2023
Q4 		– Sell
-806
Closed -$16.6K – 464
2023
Q3 		$16.6K Buy
+806
New +$17.3K ﹤0.01% 437

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
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
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Sheets Smith Wealth Management's SCHK Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Schwab 1000 Index ETF (SCHK) in Q4 2023, closing a stake of 806 shares — an estimated $16.6K sold.

Sheets Smith Wealth Management first reported a position in SCHK in Q3 2023 and held it in 1 quarter. The position peaked at $16.6K in Q3 2023. 138 funds tracked by Wall St. Rank hold SCHK as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Schwab 1000 Index ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 806 Schwab 1000 Index ETF shares in Q4 2023, an estimated $16.6K.
  • Sheets Smith Wealth Management first reported a position in Schwab 1000 Index ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Schwab 1000 Index ETF position peaked at $16.6K in Q3 2023.
  • 138 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.