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Bouchey Financial Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Bouchey Financial Group’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 		$302K Hold
8,378
– – 0.02% 139
2026
Q1 		$274K Hold
8,378
– – 0.02% 141
2025
Q4 		$275K Hold
8,378
– – 0.02% 131
2025
Q3 		$269K Hold
8,378
– – 0.02% 124
2025
Q2 		$250K Hold
8,378
– – 0.02% 121
2025
Q1 		$226K Hold
8,378
– – 0.02% 123
2024
Q4 		$237K Hold
8,378
– – 0.02% 121
2024
Q3 		$232K Hold
8,378
– – 0.02% 135
2024
Q2 		$219K Hold
8,378
– – 0.02% 129
2024
Q1 		$212K Buy
+8,378
New +$202K 0.02% 139

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

Bouchey Financial Group's SCHK Position: Q2 2026 in Review

Bouchey Financial Group held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 8,378 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #139.

Bouchey Financial Group first reported a position in SCHK in Q1 2024 and has held it in 10 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Bouchey Financial Group held 8,378 shares of Schwab 1000 Index ETF worth $302K as of Q2 2026.
  • Bouchey Financial Group left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up 0.02% of Bouchey Financial Group's portfolio in Q2 2026, its #139 holding.
  • Bouchey Financial Group first reported a position in Schwab 1000 Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.