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AssuredPartners Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

AssuredPartners Investment 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
Q2 		$245K Buy
6,797
+2
+0% +$70 0.02% 369
2026
Q1 		$216K Buy
+6,795
New +$223K 0.02% 376

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
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
WA
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AssuredPartners Investment Advisors's SCHK Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 0.03% in Q2 2026, buying an estimated $70 and bringing the position to 6,797 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #369.

AssuredPartners Investment Advisors first reported a position in SCHK in Q1 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • AssuredPartners Investment Advisors held 6,797 shares of Schwab 1000 Index ETF worth $245K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 2 Schwab 1000 Index ETF shares in Q2 2026, an estimated $70.
  • Schwab 1000 Index ETF made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #369 holding.
  • AssuredPartners Investment Advisors first reported a position in Schwab 1000 Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.