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Warther Private Wealth’s Schwab 1000 Index ETF SCHK Stock Holding History

Warther Private Wealth’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
2022
Q1 		– Sell
-9,456
Closed -$221K – 141
2021
Q4 		$221K Sell
9,456
-16
-0.2% -$363 0.16% 117
2021
Q3 		$204K Sell
9,472
-4
-0% -$88 0.18% 114
2021
Q2 		$203K Buy
+9,476
New +$197K 0.2% 108

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $236M AUM 28.3% 1-Year Est. Return

Warther Private Wealth's SCHK Position: Q1 2022 in Review

Warther Private Wealth sold out of Schwab 1000 Index ETF (SCHK) in Q1 2022, closing a stake of 9,456 shares — an estimated $221K sold.

Warther Private Wealth first reported a position in SCHK in Q2 2021 and held it in 3 quarters. The position peaked at $221K in Q4 2021. 131 funds tracked by Wall St. Rank hold SCHK as of Q1 2022.

  • Warther Private Wealth reported no remaining Schwab 1000 Index ETF position as of Q1 2022 after selling out during the quarter.
  • Warther Private Wealth sold 9,456 Schwab 1000 Index ETF shares in Q1 2022, an estimated $221K.
  • Warther Private Wealth first reported a position in Schwab 1000 Index ETF in Q2 2021 and held it in 3 quarters.
  • Warther Private Wealth's Schwab 1000 Index ETF position peaked at $221K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2022.

Based on Warther Private Wealth's 13F filing for Q1 2022, filed 30 Dec 2022.