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Woodmont Investment Counsel’s Schwab 1000 Index ETF SCHK Stock Holding History

Woodmont Investment Counsel’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
2024
Q2 		– Sell
-1,036
Closed -$26.2K – 335
2024
Q1 		$26.2K Buy
+1,036
New +$24.9K ﹤0.01% 318

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
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Woodmont Investment Counsel's SCHK Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of Schwab 1000 Index ETF (SCHK) in Q2 2024, closing a stake of 1,036 shares — an estimated $26.2K sold.

Woodmont Investment Counsel first reported a position in SCHK in Q1 2024 and held it in 1 quarter. The position peaked at $26.2K in Q1 2024. 162 funds tracked by Wall St. Rank hold SCHK as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining Schwab 1000 Index ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 1,036 Schwab 1000 Index ETF shares in Q2 2024, an estimated $26.2K.
  • Woodmont Investment Counsel first reported a position in Schwab 1000 Index ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's Schwab 1000 Index ETF position peaked at $26.2K in Q1 2024.
  • 162 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.