UWM
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USAdvisors Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

USAdvisors Wealth 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
2020
Q2 		– Sell
-125,590
Closed -$1.57M – 76
2020
Q1 		$1.57M Buy
+125,590
New +$1.88M 0.97% 21

Other funds holding SCHK

LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
C
Clearshares New York $133M AUM 10.79% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

USAdvisors Wealth Management's SCHK Position: Q2 2020 in Review

USAdvisors Wealth Management sold out of Schwab 1000 Index ETF (SCHK) in Q2 2020, closing a stake of 125,590 shares — an estimated $1.57M sold.

USAdvisors Wealth Management first reported a position in SCHK in Q1 2020 and held it in 1 quarter. The position peaked at $1.57M in Q1 2020. 72 funds tracked by Wall St. Rank hold SCHK as of Q2 2020.

  • USAdvisors Wealth Management reported no remaining Schwab 1000 Index ETF position as of Q2 2020 after selling out during the quarter.
  • USAdvisors Wealth Management sold 125,590 Schwab 1000 Index ETF shares in Q2 2020, an estimated $1.57M.
  • USAdvisors Wealth Management first reported a position in Schwab 1000 Index ETF in Q1 2020 and held it in 1 quarter.
  • USAdvisors Wealth Management's Schwab 1000 Index ETF position peaked at $1.57M in Q1 2020.
  • 72 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2020.

Based on USAdvisors Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.