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Sigma Planning Corp’s Schwab 1000 Index ETF SCHK Stock Holding History

Sigma Planning Corp’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
Q2 		– Sell
-9,454
Closed -$208K – 1413
2022
Q1 		$208K Buy
+9,454
New +$205K 0.01% 1241

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Sigma Planning Corp's SCHK Position: Q2 2022 in Review

Sigma Planning Corp sold out of Schwab 1000 Index ETF (SCHK) in Q2 2022, closing a stake of 9,454 shares — an estimated $208K sold.

Sigma Planning Corp first reported a position in SCHK in Q1 2022 and held it in 1 quarter. The position peaked at $208K in Q1 2022. 125 funds tracked by Wall St. Rank hold SCHK as of Q2 2022.

  • Sigma Planning Corp reported no remaining Schwab 1000 Index ETF position as of Q2 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 9,454 Schwab 1000 Index ETF shares in Q2 2022, an estimated $208K.
  • Sigma Planning Corp first reported a position in Schwab 1000 Index ETF in Q1 2022 and held it in 1 quarter.
  • Sigma Planning Corp's Schwab 1000 Index ETF position peaked at $208K in Q1 2022.
  • 125 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.