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Blake Schutter Theil Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Blake Schutter Theil Wealth 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 		$6.85M Hold
190,089
– – 4.64% 4
2026
Q1 		$5.96M Sell
190,089
-60,050
-24% -$1.97M 4.85% 3
2025
Q4 		$8.2M Sell
250,139
-20,385
-8% -$663K 6.75% 3
2025
Q3 		$8.69M Sell
270,524
-60,006
-18% -$1.86M 8.59% 1
2025
Q2 		$9.86M Sell
330,530
-26,595
-7% -$733K 11.18% 1
2025
Q1 		$9.61M Sell
357,125
-264,109
-43% -$7.5M 10.92% 1
2024
Q4 		$17.6M Hold
621,234
– – 18.57% 1
2024
Q3 		$17.2M Buy
+621,234
New +$16.5M 12.34% 1

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
WA
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
Wealth Enhancement Advisory Services
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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's SCHK Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 190,089 shares worth $6.85M. The position accounts for 4.64% of the portfolio, ranked #4.

Blake Schutter Theil Wealth Advisors first reported a position in SCHK in Q3 2024 and has held it in 8 quarters since. The position peaked at $17.6M in Q4 2024. 83 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Blake Schutter Theil Wealth Advisors held 190,089 shares of Schwab 1000 Index ETF worth $6.85M as of Q2 2026.
  • Blake Schutter Theil Wealth Advisors left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up 4.64% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Blake Schutter Theil Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q3 2024 and has held it in 8 quarters since.
  • Blake Schutter Theil Wealth Advisors's Schwab 1000 Index ETF position peaked at $17.6M in Q4 2024.
  • 83 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.