Atlantic Edge Private Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Atlantic Edge Private Wealth Management’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	–	Hold	0	–	–	–	618
2026 Q1	–	Hold	0	–	–	–	600
2025 Q4	–	Hold	0	–	–	–	577
2025 Q3	–	Hold	0	–	–	–	541
2025 Q2	–	Hold	0	–	–	–	509
2025 Q1	–	Hold	0	–	–	–	500
2024 Q4	–	Hold	0	–	–	–	485
2024 Q3	–	Hold	0	–	–	–	496
2024 Q2	–	Sell	-12	Closed	-$303	–	485
2024 Q1	$323	Hold	12	–	–	﹤0.01%	474
2023 Q4	$293	Buy	+12	New	+$258	﹤0.01%	455

Other funds holding SCHK

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

SEIA

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

OCM

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

FFG

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

Atlantic Edge Private Wealth Management's SCHK Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Atlantic Edge Private Wealth Management first reported a position in SCHK in Q4 2023 and has held it in 2 quarters since. The position peaked at $323 in Q1 2024. 99 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Atlantic Edge Private Wealth Management held 0 shares of Schwab 1000 Index ETF worth $1 as of Q2 2026.
Atlantic Edge Private Wealth Management left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
Schwab 1000 Index ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #618 holding.
Atlantic Edge Private Wealth Management first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 2 quarters since.
Atlantic Edge Private Wealth Management's Schwab 1000 Index ETF position peaked at $323 in Q1 2024.
99 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.