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Ancora Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Ancora Advisors’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 		$826K Hold
22,916
– – 0.02% 457
2026
Q1 		$718K Hold
22,916
– – 0.02% 461
2025
Q4 		$752K Hold
22,916
– – 0.02% 451
2025
Q3 		$736K Hold
22,916
– – 0.01% 477
2025
Q2 		$683K Hold
22,916
– – 0.01% 474
2025
Q1 		$617K Hold
22,916
– – 0.01% 480
2024
Q4 		$649K Sell
22,916
-3,450
-13% -$98.2K 0.01% 470
2024
Q3 		$729K Hold
26,366
– – 0.02% 445
2024
Q2 		$690K Hold
26,366
– – 0.02% 445
2024
Q1 		$668K Hold
26,366
– – 0.02% 462
2023
Q4 		$607K Hold
26,366
– – 0.01% 474
2023
Q3 		$544K Hold
26,366
– – 0.01% 456
2023
Q2 		$564K Hold
26,366
– – 0.01% 440
2023
Q1 		$521K Hold
26,366
– – 0.01% 464
2022
Q4 		$487K Buy
+26,366
New +$490K 0.01% 495

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 $1.64B 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
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

Ancora Advisors's SCHK Position: Q2 2026 in Review

Ancora Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 22,916 shares worth $826K. The position accounts for 0.02% of the portfolio, ranked #457.

Ancora Advisors first reported a position in SCHK in Q4 2022 and has held it in 15 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Ancora Advisors held 22,916 shares of Schwab 1000 Index ETF worth $826K as of Q2 2026.
  • Ancora Advisors left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up 0.02% of Ancora Advisors's portfolio in Q2 2026, its #457 holding.
  • Ancora Advisors first reported a position in Schwab 1000 Index ETF in Q4 2022 and has held it in 15 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.