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Blue Trust Inc’s Schwab 1000 Index ETF SCHK Stock Holding History

Blue Trust Inc’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 		$31.4K Buy
871
+125
+17% +$4.37K ﹤0.01% 1524
2026
Q1 		$23.4K Sell
746
-754
-50% -$24.7K ﹤0.01% 1594
2025
Q4 		$49.2K Buy
1,500
+899
+150% +$29.3K ﹤0.01% 1370
2025
Q3 		$19.3K Hold
601
– – ﹤0.01% 1671
2025
Q2 		$17.9K Hold
601
– – ﹤0.01% 1715
2025
Q1 		$16.2K Sell
601
-547
-48% -$15.5K ﹤0.01% 1717
2024
Q4 		$32.5K Hold
1,148
– – ﹤0.01% 1482
2024
Q3 		$30K Hold
1,148
– – ﹤0.01% 1784
2024
Q2 		$29.1K Hold
1,148
– – ﹤0.01% 1504
2024
Q1 		$29.1K Sell
1,148
-436
-28% -$10.5K ﹤0.01% 1109
2023
Q4 		$33K Hold
1,584
– – ﹤0.01% 1103
2023
Q3 		$34K Buy
+1,584
New +$34K ﹤0.01% 991
2023
Q1 		– Sell
-3,424
Closed -$59K – 2587
2022
Q4 		$59K Hold
3,424
– – ﹤0.01% 853
2022
Q3 		$62K Buy
+3,424
New +$65.9K ﹤0.01% 679

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

Blue Trust Inc's SCHK Position: Q2 2026 in Review

Blue Trust Inc increased its Schwab 1000 Index ETF (SCHK) stake by 17% in Q2 2026, buying an estimated $4.37K and bringing the position to 871 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Blue Trust Inc first reported a position in SCHK in Q3 2022 and has held it in 14 quarters since. The position peaked at $62K in Q3 2022. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Blue Trust Inc held 871 shares of Schwab 1000 Index ETF worth $31.4K as of Q2 2026.
  • Blue Trust Inc bought 125 Schwab 1000 Index ETF shares in Q2 2026, an estimated $4.37K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1524 holding.
  • Blue Trust Inc first reported a position in Schwab 1000 Index ETF in Q3 2022 and has held it in 14 quarters since.
  • Blue Trust Inc's Schwab 1000 Index ETF position peaked at $62K in Q3 2022.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.