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 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 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 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 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

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ancora Advisors's SCHK Position: Q1 2026 in Review

Ancora Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q1 2026 at 22,916 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #461.

Ancora Advisors first reported a position in SCHK in Q4 2022 and has held it in 14 quarters since. The position peaked at $752K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Ancora Advisors held 22,916 shares of Schwab 1000 Index ETF worth $718K as of Q1 2026.
Ancora Advisors left its Schwab 1000 Index ETF share count unchanged in Q1 2026.
Schwab 1000 Index ETF made up 0.02% of Ancora Advisors's portfolio in Q1 2026, its #461 holding.
Ancora Advisors first reported a position in Schwab 1000 Index ETF in Q4 2022 and has held it in 14 quarters since.
Ancora Advisors's Schwab 1000 Index ETF position peaked at $752K in Q4 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.