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Sonora Investment Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Sonora Investment 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
2019
Q2 		– Sell
-610
Closed -$8K – 1731
2019
Q1 		$8K Buy
+610
New +$8.16K ﹤0.01% 1124

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

Sonora Investment Management's SCHK Position: Q2 2019 in Review

Sonora Investment Management sold out of Schwab 1000 Index ETF (SCHK) in Q2 2019, closing a stake of 610 shares — an estimated $8K sold.

Sonora Investment Management first reported a position in SCHK in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 55 funds tracked by Wall St. Rank hold SCHK as of Q2 2019.

  • Sonora Investment Management reported no remaining Schwab 1000 Index ETF position as of Q2 2019 after selling out during the quarter.
  • Sonora Investment Management sold 610 Schwab 1000 Index ETF shares in Q2 2019, an estimated $8K.
  • Sonora Investment Management first reported a position in Schwab 1000 Index ETF in Q1 2019 and held it in 1 quarter.
  • Sonora Investment Management's Schwab 1000 Index ETF position peaked at $8K in Q1 2019.
  • 55 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.