AWS
SCHK icon

Atria Wealth Solutions’s Schwab 1000 Index ETF SCHK Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-23,236
Closed -$626K – 1844
2025
Q1 		$626K Sell
23,236
-287
-1% -$8.15K 0.01% 1092
2024
Q4 		$666K Buy
23,523
+13
+0.1% +$370 0.01% 1112
2024
Q3 		$650K Sell
23,510
-972
-4% -$25.9K 0.01% 1114
2024
Q2 		$643K Hold
24,482
– – 0.01% 1110
2024
Q1 		$620K Buy
24,482
+14
+0.1% +$337 0.01% 1152
2023
Q4 		$564K Sell
24,468
-984
-4% -$21.1K 0.01% 1149
2023
Q3 		$526K Buy
25,452
+4,622
+22% +$99.3K 0.01% 1107
2023
Q2 		$446K Sell
20,830
-500
-2% -$10.1K 0.01% 1213
2023
Q1 		$422K Hold
21,330
– – 0.01% 1230
2022
Q4 		$394K Sell
21,330
-670
-3% -$12.5K 0.01% 1207
2022
Q3 		$381K Sell
22,000
-2,000
-8% -$38.5K 0.01% 1171
2022
Q2 		$438K Hold
24,000
– – 0.01% 1041
2022
Q1 		$528K Buy
+24,000
New +$521K 0.01% 1046

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's SCHK Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Schwab 1000 Index ETF (SCHK) in Q2 2025, closing a stake of 23,236 shares — an estimated $626K sold.

Atria Wealth Solutions first reported a position in SCHK in Q1 2022 and held it in 13 quarters. The position peaked at $666K in Q4 2024. 217 funds tracked by Wall St. Rank hold SCHK as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Schwab 1000 Index ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 23,236 Schwab 1000 Index ETF shares in Q2 2025, an estimated $626K.
  • Atria Wealth Solutions first reported a position in Schwab 1000 Index ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Schwab 1000 Index ETF position peaked at $666K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.