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Allworth Financial’s Schwab 1000 Index ETF SCHK Stock Holding History

Allworth Financial’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 		$419K Sell
11,628
-2,387
-17% -$83.4K ﹤0.01% 1070
2026
Q1 		$439K Sell
14,015
-3,825
-21% -$125K ﹤0.01% 1008
2025
Q4 		$585K Sell
17,840
-4,474
-20% -$146K ﹤0.01% 865
2025
Q3 		$717K Buy
22,314
+8,310
+59% +$257K ﹤0.01% 759
2025
Q2 		$418K Sell
14,004
-65
-0.5% -$1.79K ﹤0.01% 893
2025
Q1 		$371K Buy
14,069
+790
+6% +$22.4K ﹤0.01% 759
2024
Q4 		$390K Buy
13,279
+1,761
+15% +$50.1K ﹤0.01% 751
2024
Q3 		$318K Sell
11,518
-258
-2% -$6.87K ﹤0.01% 694
2024
Q2 		$311K Buy
11,776
+500
+4% +$12.6K ﹤0.01% 686
2024
Q1 		$286K Buy
11,276
+6
+0.1% +$144 ﹤0.01% 682
2023
Q4 		$260K Sell
11,270
-1,384
-11% -$29.7K ﹤0.01% 665
2023
Q3 		$261K Buy
12,654
+578
+5% +$12.4K ﹤0.01% 627
2023
Q2 		$258K Buy
12,076
+596
+5% +$12.1K ﹤0.01% 634
2023
Q1 		$227K Buy
11,480
+3,532
+44% +$68.2K ﹤0.01% 625
2022
Q4 		$147K Buy
7,948
+2,592
+48% +$48.2K ﹤0.01% 705
2022
Q3 		$93K Buy
5,356
+2,910
+119% +$56K ﹤0.01% 786
2022
Q2 		$45K Buy
2,446
+2,386
+3,977% +$47.4K ﹤0.01% 950
2022
Q1 		$1K Buy
+60
New +$1.3K ﹤0.01% 2010

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 $1.66B AUM 13.15% 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

Allworth Financial's SCHK Position: Q2 2026 in Review

Allworth Financial reduced its Schwab 1000 Index ETF (SCHK) stake by 17% in Q2 2026, selling an estimated $83.4K and leaving 11,628 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Allworth Financial first reported a position in SCHK in Q1 2022 and has held it in 18 quarters since. The position peaked at $717K in Q3 2025. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Allworth Financial held 11,628 shares of Schwab 1000 Index ETF worth $419K as of Q2 2026.
  • Allworth Financial sold 2,387 Schwab 1000 Index ETF shares in Q2 2026, an estimated $83.4K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1070 holding.
  • Allworth Financial first reported a position in Schwab 1000 Index ETF in Q1 2022 and has held it in 18 quarters since.
  • Allworth Financial's Schwab 1000 Index ETF position peaked at $717K in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.