AAG
SCHK icon

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
Q3 		$205M Sell
5,586,285
-932,638
-14% -$34.2M 12.33% 3
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

LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
BSCCG
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Armstrong Advisory Group's SCHK Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Schwab 1000 Index ETF (SCHK) stake by 14% in Q3 2026, selling an estimated $34.2M and leaving 5,586,285 shares worth $205M. The position accounts for 12.33% of the portfolio, ranked #3.

Armstrong Advisory Group first reported a position in SCHK in Q4 2022 and has held it in 16 quarters since. The position peaked at $235M in Q2 2026. 27 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • Armstrong Advisory Group held 5,586,285 shares of Schwab 1000 Index ETF worth $205M as of Q3 2026.
  • Armstrong Advisory Group sold 932,638 Schwab 1000 Index ETF shares in Q3 2026, an estimated $34.2M.
  • Schwab 1000 Index ETF made up 12.33% of Armstrong Advisory Group's portfolio in Q3 2026, its #3 holding.
  • Armstrong Advisory Group first reported a position in Schwab 1000 Index ETF in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's Schwab 1000 Index ETF position peaked at $235M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.