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Choate Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Choate Investment Advisors’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
2025
Q3 		– Sell
-870
Closed -$25.9K – 480
2025
Q2 		$25.9K Buy
+870
New +$24K ﹤0.01% 453
2023
Q4 		– Sell
-870
Closed -$18K – 449
2023
Q3 		$18K Hold
870
– – ﹤0.01% 417
2023
Q2 		$18.6K Hold
870
– – ﹤0.01% 332
2023
Q1 		$17.2K Hold
870
– – ﹤0.01% 310
2022
Q4 		$16.1K Hold
870
– – ﹤0.01% 321
2022
Q3 		$15K Hold
870
– – ﹤0.01% 285
2022
Q2 		$16K Hold
870
– – ﹤0.01% 302
2022
Q1 		$19K Hold
870
– – ﹤0.01% 343
2021
Q4 		$20K Buy
+870
New +$19.7K ﹤0.01% 327

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

Choate Investment Advisors's SCHK Position: Q3 2025 in Review

Choate Investment Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q3 2025, closing a stake of 870 shares — an estimated $25.9K sold.

Choate Investment Advisors first reported a position in SCHK in Q4 2021 and held it in 9 quarters. The position peaked at $25.9K in Q2 2025. 225 funds tracked by Wall St. Rank hold SCHK as of Q3 2025.

  • Choate Investment Advisors reported no remaining Schwab 1000 Index ETF position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 870 Schwab 1000 Index ETF shares in Q3 2025, an estimated $25.9K.
  • Choate Investment Advisors first reported a position in Schwab 1000 Index ETF in Q4 2021 and held it in 9 quarters.
  • Choate Investment Advisors's Schwab 1000 Index ETF position peaked at $25.9K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.