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 Q2	–	Sell	-500	Closed	-$15.7K	–	4183
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 $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

Advisory Services Network's SCHK Position: Q2 2026 in Review

Advisory Services Network sold out of Schwab 1000 Index ETF (SCHK) in Q2 2026, closing a stake of 500 shares — an estimated $15.7K sold.

Advisory Services Network first reported a position in SCHK in Q1 2018 and held it in 15 quarters. The position peaked at $16.1K in Q3 2025. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Advisory Services Network reported no remaining Schwab 1000 Index ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 500 Schwab 1000 Index ETF shares in Q2 2026, an estimated $15.7K.
Advisory Services Network first reported a position in Schwab 1000 Index ETF in Q1 2018 and held it in 15 quarters.
Advisory Services Network's Schwab 1000 Index ETF position peaked at $16.1K in Q3 2025.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.