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Winslow Evans & Crocker’s Schwab 1000 Index ETF SCHK Stock Holding History

Winslow Evans & Crocker’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
Q4 		$4K Hold
200
– – ﹤0.01% 1150
2020
Q3 		$3K Hold
200
– – ﹤0.01% 964
2020
Q2 		$3K Hold
200
– – ﹤0.01% 989
2020
Q1 		$4K Hold
200
– – ﹤0.01% 932
2019
Q4 		$4K Hold
200
– – ﹤0.01% 1021
2019
Q3 		$4K Hold
200
– – ﹤0.01% 1013
2019
Q2 		$4K Hold
200
– – ﹤0.01% 1021
2019
Q1 		$4K Hold
200
– – ﹤0.01% 1042
2018
Q4 		$4K Hold
200
– – ﹤0.01% 963
2018
Q3 		$4K Buy
+200
New +$2.81K ﹤0.01% 970

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
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
MWM
Madison Wealth Management Cincinnati, Ohio $476M AUM 18.78% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
CBFP
Cedar Brook Financial Partners Cleveland, Ohio $698K AUM 46.64% 1-Year Est. Return

Winslow Evans & Crocker's SCHK Position: Q4 2020 in Review

Winslow Evans & Crocker held its Schwab 1000 Index ETF (SCHK) position steady in Q4 2020 at 200 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Winslow Evans & Crocker first reported a position in SCHK in Q3 2018 and has held it in 10 quarters since. 85 funds tracked by Wall St. Rank hold SCHK as of Q4 2020.

  • Winslow Evans & Crocker held 200 shares of Schwab 1000 Index ETF worth $4K as of Q4 2020.
  • Winslow Evans & Crocker left its Schwab 1000 Index ETF share count unchanged in Q4 2020.
  • Schwab 1000 Index ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1150 holding.
  • Winslow Evans & Crocker first reported a position in Schwab 1000 Index ETF in Q3 2018 and has held it in 10 quarters since.
  • 85 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.