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WESPAC Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

WESPAC Advisors’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
Q3 		– Sell
-21,190
Closed -$453K – 147
2023
Q2 		$453K Buy
+21,190
New +$429K 0.36% 81
2022
Q2 		– Sell
-17,730
Closed -$390K – 119
2022
Q1 		$390K Buy
+17,730
New +$385K 0.42% 78

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

WESPAC Advisors's SCHK Position: Q3 2023 in Review

WESPAC Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q3 2023, closing a stake of 21,190 shares — an estimated $453K sold.

WESPAC Advisors first reported a position in SCHK in Q1 2022 and held it in 2 quarters. The position peaked at $453K in Q2 2023. 131 funds tracked by Wall St. Rank hold SCHK as of Q3 2023.

  • WESPAC Advisors reported no remaining Schwab 1000 Index ETF position as of Q3 2023 after selling out during the quarter.
  • WESPAC Advisors sold 21,190 Schwab 1000 Index ETF shares in Q3 2023, an estimated $453K.
  • WESPAC Advisors first reported a position in Schwab 1000 Index ETF in Q1 2022 and held it in 2 quarters.
  • WESPAC Advisors's Schwab 1000 Index ETF position peaked at $453K in Q2 2023.
  • 131 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2023.

Based on WESPAC Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.