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Chicago Partners Investment Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Chicago Partners Investment 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 		$584K Buy
16,407
+95
+0.6% +$3.32K 0.01% 902
2026
Q1 		$559K Buy
16,312
+1,235
+8% +$40.5K 0.01% 824
2025
Q4 		$501K Buy
15,077
+1
+0% +$33 0.01% 763
2025
Q3 		$499K Buy
15,076
+13
+0.1% +$402 0.01% 701
2025
Q2 		$461K Sell
15,063
-6
-0% -$165 0.01% 634
2025
Q1 		$408K Buy
15,069
+14
+0.1% +$398 0.01% 585
2024
Q4 		$429K Sell
15,055
-15,027
-50% -$428K 0.01% 549
2024
Q3 		$419K Buy
30,082
+15,034
+100% +$400K 0.01% 530
2024
Q2 		$393K Buy
15,048
+250
+2% +$6.32K 0.02% 528
2024
Q1 		$361K Buy
14,798
+190
+1% +$4.58K 0.02% 526
2023
Q4 		$342K Hold
14,608
– – 0.02% 514
2023
Q3 		$296K Sell
14,608
-4
-0% -$86 0.02% 514
2023
Q2 		$318K Buy
14,612
+16
+0.1% +$324 0.02% 515
2023
Q1 		$290K Buy
14,596
+16
+0.1% +$309 0.02% 509
2022
Q4 		$293K Buy
+14,580
New +$271K 0.02% 481
2021
Q4 		– Sell
-11,776
Closed -$271K – 604
2021
Q3 		$271K Hold
11,776
– – 0.02% 463
2021
Q2 		$258K Hold
11,776
– – 0.02% 457
2021
Q1 		$246K Hold
11,776
– – 0.02% 442
2020
Q4 		$226K Buy
+11,776
New +$207K 0.02% 418

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 $1.66B AUM 13.15% 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

Chicago Partners Investment Group's SCHK Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Schwab 1000 Index ETF (SCHK) stake by 0.58% in Q2 2026, buying an estimated $3.32K and bringing the position to 16,407 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #902.

Chicago Partners Investment Group first reported a position in SCHK in Q4 2020 and has held it in 19 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Chicago Partners Investment Group held 16,407 shares of Schwab 1000 Index ETF worth $584K as of Q2 2026.
  • Chicago Partners Investment Group bought 95 Schwab 1000 Index ETF shares in Q2 2026, an estimated $3.32K.
  • Schwab 1000 Index ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #902 holding.
  • Chicago Partners Investment Group first reported a position in Schwab 1000 Index ETF in Q4 2020 and has held it in 19 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.