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Axxcess Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Axxcess 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 		$319K Sell
8,836
-175
-2% -$6.11K 0.01% 838
2026
Q1 		$282K Buy
9,011
+103
+1% +$3.37K 0.01% 340
2025
Q4 		$292K Buy
+8,908
New +$290K 0.01% 857
2025
Q2 		– Sell
-7,454
Closed -$201K – 922
2025
Q1 		$201K Hold
7,454
– – 0.01% 813
2024
Q4 		$211K Sell
7,454
-370
-5% -$10.5K 0.01% 804
2024
Q3 		$216K Sell
7,824
-262
-3% -$6.97K 0.01% 816
2024
Q2 		$212K Sell
8,086
-2,190
-21% -$55.3K 0.01% 783
2024
Q1 		$260K Sell
10,276
-4,024
-28% -$96.9K 0.01% 713
2023
Q4 		$329K Sell
14,300
-4,968
-26% -$107K 0.01% 623
2023
Q3 		$398K Sell
19,268
-820
-4% -$17.6K 0.01% 530
2023
Q2 		$430K Sell
20,088
-15,266
-43% -$309K 0.03% 382
2023
Q1 		$699K Sell
35,354
-6,986
-16% -$135K 0.05% 297
2022
Q4 		$782K Sell
42,340
-2,650
-6% -$49.2K 0.06% 266
2022
Q3 		$779K Buy
44,990
+12,056
+37% +$232K 0.07% 233
2022
Q2 		$600K Sell
32,934
-26,764
-45% -$532K 0.06% 267
2022
Q1 		$1.31M Sell
59,698
-9,486
-14% -$206K 0.1% 172
2021
Q4 		$1.61M Buy
+69,184
New +$1.57M 0.12% 141

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 $1.64B AUM 19.37% 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

Axxcess Wealth Management's SCHK Position: Q2 2026 in Review

Axxcess Wealth Management reduced its Schwab 1000 Index ETF (SCHK) stake by 1.9% in Q2 2026, selling an estimated $6.11K and leaving 8,836 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #838.

Axxcess Wealth Management first reported a position in SCHK in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.61M in Q4 2021. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Axxcess Wealth Management held 8,836 shares of Schwab 1000 Index ETF worth $319K as of Q2 2026.
  • Axxcess Wealth Management sold 175 Schwab 1000 Index ETF shares in Q2 2026, an estimated $6.11K.
  • Schwab 1000 Index ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #838 holding.
  • Axxcess Wealth Management first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 17 quarters since.
  • Axxcess Wealth Management's Schwab 1000 Index ETF position peaked at $1.61M in Q4 2021.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.