ARS Wealth Advisors Group’s Schwab 1000 Index ETF SCHK Stock Holding History

ARS Wealth Advisors 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	$365K	Buy	10,123 +26	+0.3%	+$908	0.03%	166
2026 Q1	$316K	Buy	10,097 +29	+0.3%	+$950	0.03%	157
2025 Q4	$330K	Buy	10,068 +31	+0.3%	+$1.01K	0.03%	140
2025 Q3	$322K	Buy	10,037 +28	+0.3%	+$867	0.03%	136
2025 Q2	$298K	Buy	10,009 +29	+0.3%	+$799	0.03%	135
2025 Q1	$269K	Buy	9,980 +31	+0.3%	+$880	0.04%	130
2024 Q4	$282K	Sell	9,949 -529	-5%	-$15.1K	0.04%	129
2024 Q3	$290K	Buy	10,478 +1,258	+14%	+$33.5K	0.04%	140
2024 Q2	$241K	Buy	+9,220	New	+$233K	0.03%	145

Other funds holding SCHK

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

ARS Wealth Advisors Group's SCHK Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Schwab 1000 Index ETF (SCHK) stake by 0.26% in Q2 2026, buying an estimated $908 and bringing the position to 10,123 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #166.

ARS Wealth Advisors Group first reported a position in SCHK in Q2 2024 and has held it in 9 quarters since. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

ARS Wealth Advisors Group held 10,123 shares of Schwab 1000 Index ETF worth $365K as of Q2 2026.
ARS Wealth Advisors Group bought 26 Schwab 1000 Index ETF shares in Q2 2026, an estimated $908.
Schwab 1000 Index ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #166 holding.
ARS Wealth Advisors Group first reported a position in Schwab 1000 Index ETF in Q2 2024 and has held it in 9 quarters since.
267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.