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

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

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return