Cetera Investment Advisers
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Cetera Investment Advisers’s Schwab 1000 Index ETF SCHK Stock Holding History

Cetera Investment Advisers’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 		$2.95M Buy
81,847
+3,563
+5% +$124K ﹤0.01% 2056
2026
Q1 		$2.45M Buy
78,284
+1,459
+2% +$47.8K ﹤0.01% 2106
2025
Q4 		$2.52M Buy
76,825
+2,836
+4% +$92.3K ﹤0.01% 2015
2025
Q3 		$2.38M Buy
73,989
+4,196
+6% +$130K ﹤0.01% 2027
2025
Q2 		$2.08M Buy
69,793
+599
+0.9% +$16.5K ﹤0.01% 1816
2025
Q1 		$1.86M Buy
69,194
+8,228
+13% +$234K ﹤0.01% 1804
2024
Q4 		$1.73M Sell
60,966
-6
-0% -$171 ﹤0.01% 1760
2024
Q3 		$1.69M Buy
60,972
+2,734
+5% +$72.8K ﹤0.01% 1750
2024
Q2 		$1.52M Buy
58,238
+788
+1% +$19.9K ﹤0.01% 1779
2024
Q1 		$1.46M Buy
57,450
+26,674
+87% +$642K ﹤0.01% 1791
2023
Q4 		$709K Buy
30,776
+280
+0.9% +$6.02K 0.01% 1305
2023
Q3 		$630K Buy
30,496
+1,086
+4% +$23.3K 0.01% 1305
2023
Q2 		$629K Buy
29,410
+894
+3% +$18.1K 0.01% 1307
2023
Q1 		$564K Buy
28,516
+1,110
+4% +$21.4K ﹤0.01% 1358
2022
Q4 		$506K Buy
27,406
+1,120
+4% +$20.8K ﹤0.01% 1367
2022
Q3 		$455K Sell
26,286
-448
-2% -$8.62K 0.01% 1027
2022
Q2 		$487K Buy
26,734
+4
+0% +$79 0.01% 1112
2022
Q1 		$588K Buy
26,730
+2
+0% +$43 0.01% 1067
2021
Q4 		$623K Buy
26,728
+652
+3% +$14.8K 0.01% 1056
2021
Q3 		$555K Buy
26,076
+832
+3% +$18.2K 0.01% 1079
2021
Q2 		$538K Buy
25,244
+2
+0% +$41 0.01% 1089
2021
Q1 		$498K Buy
25,242
+2
+0% +$39 0.01% 983
2020
Q4 		$472K Buy
+25,240
New +$445K 0.01% 986

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

Cetera Investment Advisers's SCHK Position: Q2 2026 in Review

Cetera Investment Advisers increased its Schwab 1000 Index ETF (SCHK) stake by 4.6% in Q2 2026, buying an estimated $124K and bringing the position to 81,847 shares worth $2.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Cetera Investment Advisers first reported a position in SCHK in Q4 2020 and has held it in 23 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Cetera Investment Advisers held 81,847 shares of Schwab 1000 Index ETF worth $2.95M as of Q2 2026.
  • Cetera Investment Advisers bought 3,563 Schwab 1000 Index ETF shares in Q2 2026, an estimated $124K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2056 holding.
  • Cetera Investment Advisers first reported a position in Schwab 1000 Index ETF in Q4 2020 and has held it in 23 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.