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 $49.2B AUM 14.31% 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 $690M AUM 17.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $1.77B AUM 35.55% 1-Year Est. Return
PSA
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return