SFC
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Strategic Financial Concepts’s Schwab 1000 Index ETF SCHK Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-87,074
Closed -$833 – 633
2024
Q2 		$833 Buy
+87,074
New +$2.2M ﹤0.01% 622

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
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 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
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Financial Concepts's SCHK Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Schwab 1000 Index ETF (SCHK) in Q3 2024, closing a stake of 87,074 shares — an estimated $833 sold.

Strategic Financial Concepts first reported a position in SCHK in Q2 2024 and held it in 1 quarter. The position peaked at $833 in Q2 2024. 170 funds tracked by Wall St. Rank hold SCHK as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Schwab 1000 Index ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 87,074 Schwab 1000 Index ETF shares in Q3 2024, an estimated $833.
  • Strategic Financial Concepts first reported a position in Schwab 1000 Index ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Schwab 1000 Index ETF position peaked at $833 in Q2 2024.
  • 170 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.