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Shilanski & Associates’s Schwab 1000 Index ETF SCHK Stock Holding History

Shilanski & Associates’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
-89,000
Closed -$1.54M – 186
2022
Q3 		$1.54M Buy
+89,000
New +$1.71M 0.56% 28

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
Bank of America
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
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shilanski & Associates's SCHK Position: Q4 2022 in Review

Shilanski & Associates sold out of Schwab 1000 Index ETF (SCHK) in Q4 2022, closing a stake of 89,000 shares — an estimated $1.54M sold.

Shilanski & Associates first reported a position in SCHK in Q3 2022 and held it in 1 quarter. The position peaked at $1.54M in Q3 2022. 132 funds tracked by Wall St. Rank hold SCHK as of Q4 2022.

  • Shilanski & Associates reported no remaining Schwab 1000 Index ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 89,000 Schwab 1000 Index ETF shares in Q4 2022, an estimated $1.54M.
  • Shilanski & Associates first reported a position in Schwab 1000 Index ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's Schwab 1000 Index ETF position peaked at $1.54M in Q3 2022.
  • 132 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.