AE Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

AE Wealth Management’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	$79.2K	Sell	2,197 -15	-0.7%	-$524	﹤0.01%	1978
2026 Q1	$69.3K	Buy	2,212 +1,711	+342%	+$56K	﹤0.01%	1886
2025 Q4	$16.4K	Hold	501	–	–	﹤0.01%	2067
2025 Q3	$16.1K	Sell	501 -3,595	-88%	-$111K	﹤0.01%	1931
2025 Q2	$122K	Buy	4,096 +3,616	+753%	+$99.7K	﹤0.01%	1433
2025 Q1	$12.9K	Sell	480 -1,021	-68%	-$29K	﹤0.01%	1821
2024 Q4	$42.5K	Buy	+1,501	New	+$42.7K	﹤0.01%	1584
2019 Q3	–	Sell	-19,108	Closed	-$276K	–	1060
2019 Q2	$276K	Sell	19,108 -30,716	-62%	-$436K	0.01%	788
2019 Q1	$693K	Buy	+49,824	New	+$667K	0.05%	279

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

AE Wealth Management's SCHK Position: Q2 2026 in Review

AE Wealth Management reduced its Schwab 1000 Index ETF (SCHK) stake by 0.68% in Q2 2026, selling an estimated $524 and leaving 2,197 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

AE Wealth Management first reported a position in SCHK in Q1 2019 and has held it in 9 quarters since. The position peaked at $693K in Q1 2019. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

AE Wealth Management held 2,197 shares of Schwab 1000 Index ETF worth $79.2K as of Q2 2026.
AE Wealth Management sold 15 Schwab 1000 Index ETF shares in Q2 2026, an estimated $524.
Schwab 1000 Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1978 holding.
AE Wealth Management first reported a position in Schwab 1000 Index ETF in Q1 2019 and has held it in 9 quarters since.
AE Wealth Management's Schwab 1000 Index ETF position peaked at $693K in Q1 2019.
267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.