Cerity Partners
SCHK icon

Cerity Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Cerity Partners’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 		$6.69M Buy
185,500
+68,633
+59% +$2.4M 0.01% 967
2026
Q1 		$3.66M Sell
116,867
-1,438
-1% -$47.1K 0.01% 1162
2025
Q4 		$3.88M Buy
118,305
+4,559
+4% +$148K 0.01% 1043
2025
Q3 		$3.65M Sell
113,746
-893
-0.8% -$27.6K 0.01% 1015
2025
Q2 		$3.42M Buy
114,639
+22,014
+24% +$607K 0.01% 982
2025
Q1 		$2.49M Sell
92,625
-1,483
-2% -$42.1K 0.01% 1014
2024
Q4 		$2.66M Buy
94,108
+80
+0.1% +$2.28K 0.01% 980
2024
Q3 		$2.6M Sell
94,028
-412
-0.4% -$11K 0.01% 972
2024
Q2 		$2.47M Hold
94,440
– – 0.01% 828
2024
Q1 		$2.39M Sell
94,440
-1,406
-1% -$33.9K 0.01% 896
2023
Q4 		$2.21M Buy
+95,846
New +$2.06M 0.01% 744
2023
Q3 		– Sell
-85,270
Closed -$1.82M – 1664
2023
Q2 		$1.82M Buy
85,270
+126
+0.1% +$2.55K 0.01% 747
2023
Q1 		$1.68M Sell
85,144
-106
-0.1% -$2.05K ﹤0.01% 779
2022
Q4 		$1.57M Buy
85,250
+73,636
+634% +$1.37M 0.01% 576
2022
Q3 		$201K Sell
11,614
-72,474
-86% -$1.39M ﹤0.01% 1056
2022
Q2 		$1.53M Buy
84,088
+26,696
+47% +$530K 0.02% 463
2022
Q1 		$1.26M Sell
57,392
-112
-0.2% -$2.43K 0.02% 406
2021
Q4 		$1.34M Buy
+57,504
New +$1.3M 0.02% 387

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

Cerity Partners's SCHK Position: Q2 2026 in Review

Cerity Partners increased its Schwab 1000 Index ETF (SCHK) stake by 59% in Q2 2026, buying an estimated $2.4M and bringing the position to 185,500 shares worth $6.69M. The position accounts for 0.01% of the portfolio, ranked #967.

Cerity Partners first reported a position in SCHK in Q4 2021 and has held it in 18 quarters since. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Cerity Partners held 185,500 shares of Schwab 1000 Index ETF worth $6.69M as of Q2 2026.
  • Cerity Partners bought 68,633 Schwab 1000 Index ETF shares in Q2 2026, an estimated $2.4M.
  • Schwab 1000 Index ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #967 holding.
  • Cerity Partners first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 18 quarters since.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.