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Simplicity Solutions’s Schwab 1000 Index ETF SCHK Stock Holding History

Simplicity Solutions’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
2019
Q2 		– Sell
-48,502
Closed -$675K – 832
2019
Q1 		$675K Buy
+48,502
New +$649K 0.04% 330

Other funds holding SCHK

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
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Simplicity Solutions's SCHK Position: Q2 2019 in Review

Simplicity Solutions sold out of Schwab 1000 Index ETF (SCHK) in Q2 2019, closing a stake of 48,502 shares — an estimated $675K sold.

Simplicity Solutions first reported a position in SCHK in Q1 2019 and held it in 1 quarter. The position peaked at $675K in Q1 2019. 55 funds tracked by Wall St. Rank hold SCHK as of Q2 2019.

  • Simplicity Solutions reported no remaining Schwab 1000 Index ETF position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 48,502 Schwab 1000 Index ETF shares in Q2 2019, an estimated $675K.
  • Simplicity Solutions first reported a position in Schwab 1000 Index ETF in Q1 2019 and held it in 1 quarter.
  • Simplicity Solutions's Schwab 1000 Index ETF position peaked at $675K in Q1 2019.
  • 55 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.