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Accredited Investors’s Schwab 1000 Index ETF SCHK Stock Holding History

Accredited Investors’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
2026
Q2 		$316K Buy
8,753
+4
+0% +$140 0.01% 231
2026
Q1 		$274K Buy
8,749
+5
+0.1% +$164 0.01% 231
2025
Q4 		$287K Buy
8,744
+4
+0% +$130 0.02% 227
2025
Q3 		$281K Buy
8,740
+5
+0.1% +$155 0.02% 207
2025
Q2 		$260K Buy
8,735
+4
+0% +$110 0.02% 206
2025
Q1 		$235K Buy
8,731
+5
+0.1% +$142 0.01% 212
2024
Q4 		$247K Buy
8,726
+4
+0% +$114 0.01% 198
2024
Q3 		$241K Buy
+8,722
New +$232K 0.01% 201

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $313M AUM 19.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Accredited Investors's SCHK Position: Q2 2026 in Review

Accredited Investors increased its Schwab 1000 Index ETF (SCHK) stake by 0.05% in Q2 2026, buying an estimated $140 and bringing the position to 8,753 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #231.

Accredited Investors first reported a position in SCHK in Q3 2024 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Accredited Investors held 8,753 shares of Schwab 1000 Index ETF worth $316K as of Q2 2026.
  • Accredited Investors bought 4 Schwab 1000 Index ETF shares in Q2 2026, an estimated $140.
  • Schwab 1000 Index ETF made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #231 holding.
  • Accredited Investors first reported a position in Schwab 1000 Index ETF in Q3 2024 and has held it in 8 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.