AP
SCHK icon

Advisortrust Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Advisortrust Partners’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 		– Sell
-60
Closed -$1.88K – 260
2026
Q1 		$1.88K Buy
+60
New +$1.97K ﹤0.01% 254

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 $1.64B 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
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

Advisortrust Partners's SCHK Position: Q2 2026 in Review

Advisortrust Partners sold out of Schwab 1000 Index ETF (SCHK) in Q2 2026, closing a stake of 60 shares — an estimated $1.88K sold.

Advisortrust Partners first reported a position in SCHK in Q1 2026 and held it in 1 quarter. The position peaked at $1.88K in Q1 2026. 265 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Advisortrust Partners reported no remaining Schwab 1000 Index ETF position as of Q2 2026 after selling out during the quarter.
  • Advisortrust Partners sold 60 Schwab 1000 Index ETF shares in Q2 2026, an estimated $1.88K.
  • Advisortrust Partners first reported a position in Schwab 1000 Index ETF in Q1 2026 and held it in 1 quarter.
  • Advisortrust Partners's Schwab 1000 Index ETF position peaked at $1.88K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.