Adamsbrown Wealth Consultants’s Schwab 1000 Index ETF SCHK Stock Holding History

Adamsbrown Wealth Consultants’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	$247K	Sell	6,853 -153	-2%	-$5.34K	0.05%	143
2026 Q1	$220K	Buy	7,006 +4	+0.1%	+$131	0.06%	126
2025 Q4	$230K	Buy	7,002 +5	+0.1%	+$163	0.06%	115
2025 Q3	$225K	Sell	6,997 -134	-2%	-$4.15K	0.06%	108
2025 Q2	$213K	Buy	+7,131	New	+$197K	0.06%	101
2025 Q1	–	Sell	-7,095	Closed	-$201K	–	103
2024 Q4	$201K	Buy	+7,095	New	+$202K	0.07%	95
2022 Q3	–	Sell	-20,478	Closed	-$373K	–	86
2022 Q2	$373K	Sell	20,478 -12,744	-38%	-$253K	0.29%	50
2022 Q1	$731K	Sell	33,222 -2,470	-7%	-$53.6K	0.58%	33
2021 Q4	$831K	Buy	+35,692	New	+$809K	0.75%	27

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Adamsbrown Wealth Consultants's SCHK Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its Schwab 1000 Index ETF (SCHK) stake by 2.2% in Q2 2026, selling an estimated $5.34K and leaving 6,853 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #143.

Adamsbrown Wealth Consultants first reported a position in SCHK in Q4 2021 and has held it in 9 quarters since. The position peaked at $831K in Q4 2021. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Adamsbrown Wealth Consultants held 6,853 shares of Schwab 1000 Index ETF worth $247K as of Q2 2026.
Adamsbrown Wealth Consultants sold 153 Schwab 1000 Index ETF shares in Q2 2026, an estimated $5.34K.
Schwab 1000 Index ETF made up 0.05% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #143 holding.
Adamsbrown Wealth Consultants first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 9 quarters since.
Adamsbrown Wealth Consultants's Schwab 1000 Index ETF position peaked at $831K in Q4 2021.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.