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Synergy Asset Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-149
Closed -$8.24K – 703
2024
Q4 		$8.24K Buy
+149
New +$4.24K ﹤0.01% 504

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
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Synergy Asset Management's SCHK Position: Q1 2025 in Review

Synergy Asset Management sold out of Schwab 1000 Index ETF (SCHK) in Q1 2025, closing a stake of 149 shares — an estimated $8.24K sold.

Synergy Asset Management first reported a position in SCHK in Q4 2024 and held it in 1 quarter. The position peaked at $8.24K in Q4 2024. 196 funds tracked by Wall St. Rank hold SCHK as of Q1 2025.

  • Synergy Asset Management reported no remaining Schwab 1000 Index ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 149 Schwab 1000 Index ETF shares in Q1 2025, an estimated $8.24K.
  • Synergy Asset Management first reported a position in Schwab 1000 Index ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Schwab 1000 Index ETF position peaked at $8.24K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.