AF
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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
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 $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
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
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
WA
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return