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TownSquare Capital’s Schwab 1000 Index ETF SCHK Stock Holding History

TownSquare Capital’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
2023
Q1 		– Sell
-13,702
Closed -$253K – 1031
2022
Q4 		$253K Buy
13,702
+1,420
+12% +$26.4K 0.01% 832
2022
Q3 		$213K Buy
12,282
+50
+0.4% +$962 0.01% 681
2022
Q2 		$223K Buy
+12,232
New +$243K 0.01% 630

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
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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

TownSquare Capital's SCHK Position: Q1 2023 in Review

TownSquare Capital sold out of Schwab 1000 Index ETF (SCHK) in Q1 2023, closing a stake of 13,702 shares — an estimated $253K sold.

TownSquare Capital first reported a position in SCHK in Q2 2022 and held it in 3 quarters. The position peaked at $253K in Q4 2022. 126 funds tracked by Wall St. Rank hold SCHK as of Q1 2023.

  • TownSquare Capital reported no remaining Schwab 1000 Index ETF position as of Q1 2023 after selling out during the quarter.
  • TownSquare Capital sold 13,702 Schwab 1000 Index ETF shares in Q1 2023, an estimated $253K.
  • TownSquare Capital first reported a position in Schwab 1000 Index ETF in Q2 2022 and held it in 3 quarters.
  • TownSquare Capital's Schwab 1000 Index ETF position peaked at $253K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2023.

Based on TownSquare Capital's 13F filing for Q1 2023, filed 11 May 2023.