Advisory Services Network’s Schwab 1000 Index ETF SCHK Stock Holding History

Advisory Services Network’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 Q1	$15.7K	Buy	+500	New	+$16.4K	﹤0.01%	3329
2025 Q4	–	Sell	-500	Closed	-$16.1K	–	3813
2025 Q3	$16.1K	Buy	+500	New	+$15.5K	﹤0.01%	3053
2024 Q1	–	Sell	-500	Closed	-$11.5K	–	3265
2023 Q4	$11.5K	Buy	+500	New	+$10.7K	﹤0.01%	2798
2023 Q2	–	Sell	-500	Closed	-$9.89K	–	3262
2023 Q1	$9.89K	Hold	500	–	–	﹤0.01%	2877
2022 Q4	$9.23K	Buy	+500	New	+$9.29K	﹤0.01%	2895
2021 Q3	–	Sell	-500	Closed	-$11K	–	2904
2021 Q2	$11K	Buy	+500	New	+$10.4K	﹤0.01%	2762
2021 Q1	–	Sell	-500	Closed	-$9K	–	2662
2020 Q4	$9K	Hold	500	–	–	﹤0.01%	2504
2020 Q3	$8K	Buy	+500	New	+$8.16K	﹤0.01%	2576
2020 Q2	–	Sell	-500	Closed	-$6K	–	2442
2020 Q1	$6K	Hold	500	–	–	﹤0.01%	2431
2019 Q4	$8K	Hold	500	–	–	﹤0.01%	2458
2019 Q3	$7K	Hold	500	–	–	﹤0.01%	2317
2019 Q2	$7K	Hold	500	–	–	﹤0.01%	2315
2019 Q1	$7K	Hold	500	–	–	﹤0.01%	1995
2018 Q4	$6K	Buy	+500	New	+$6.62K	﹤0.01%	1976
2018 Q2	–	Sell	-500	Closed	-$7K	–	2664
2018 Q1	$7K	Buy	+500	New	+$6.71K	﹤0.01%	2010

Other funds holding SCHK

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AAG

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

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

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Advisory Services Network's SCHK Position: Q1 2026 in Review

Advisory Services Network opened a new position in Schwab 1000 Index ETF (SCHK) in Q1 2026: 500 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #3329 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in SCHK as recently as Q3 2025.

Advisory Services Network first reported a position in SCHK in Q1 2018 and has held it in 15 quarters since. The position peaked at $16.1K in Q3 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Advisory Services Network held 500 shares of Schwab 1000 Index ETF worth $15.7K as of Q1 2026.
Schwab 1000 Index ETF was a new Advisory Services Network position in Q1 2026.
Schwab 1000 Index ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3329 holding.
Advisory Services Network first reported a position in Schwab 1000 Index ETF in Q1 2018 and has held it in 15 quarters since.
Advisory Services Network's Schwab 1000 Index ETF position peaked at $16.1K in Q3 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.