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 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Focus Partners Wealth

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