Armstrong Advisory Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Armstrong Advisory Group’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	$235M	Buy	6,518,923 +4,041,006	+163%	+$141M	14.31%	1
2026 Q1	$77.6M	Sell	2,477,917 -48,970	-2%	-$1.6M	5.21%	6
2025 Q4	$82.9M	Buy	2,526,887 +97,075	+4%	+$3.16M	5.6%	5
2025 Q3	$78M	Sell	2,429,812 -6,264	-0.3%	-$194K	5.5%	6
2025 Q2	$72.6M	Sell	2,436,076 -197,190	-7%	-$5.44M	5.5%	6
2025 Q1	$74.5M	Hold	2,633,266	–	–	5.95%	5
2024 Q4	$74.5M	Buy	2,633,266 +93,134	+4%	+$2.65M	5.95%	5
2024 Q3	$70.2M	Buy	2,540,132 +2,632	+0.1%	+$70.1K	5.82%	4
2024 Q2	$66.4M	Buy	2,537,500 +43,848	+2%	+$1.11M	5.87%	5
2024 Q1	$57.4M	Hold	2,493,652	–	–	5.57%	4
2023 Q4	$57.4M	Buy	2,493,652 +42,522	+2%	+$914K	5.57%	4
2023 Q3	$50.6M	Buy	2,451,130 +46,372	+2%	+$996K	5.53%	4
2023 Q2	$51.4M	Buy	2,404,758 +87,112	+4%	+$1.76M	5.46%	4
2023 Q1	$45.8M	Buy	2,317,646 +2,315,844	+128,515%	+$44.7M	5.41%	5
2022 Q4	$33.3K	Buy	+1,802	New	+$33.5K	﹤0.01%	398

Other funds holding SCHK

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return