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

Clayton 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
Q1 		$9.65K Buy
308
+1
+0.3% +$33 0.01% 241
2025
Q4 		$10.1K Buy
+307
New +$9.99K 0.01% 235

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Clayton Financial Group's SCHK Position: Q1 2026 in Review

Clayton Financial Group increased its Schwab 1000 Index ETF (SCHK) stake by 0.33% in Q1 2026, buying an estimated $33 and bringing the position to 308 shares worth $9.65K. The position accounts for 0.01% of the portfolio, ranked #241.

Clayton Financial Group first reported a position in SCHK in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.1K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Clayton Financial Group held 308 shares of Schwab 1000 Index ETF worth $9.65K as of Q1 2026.
  • Clayton Financial Group bought 1 Schwab 1000 Index ETF share in Q1 2026, an estimated $33.
  • Schwab 1000 Index ETF made up 0.01% of Clayton Financial Group's portfolio in Q1 2026, its #241 holding.
  • Clayton Financial Group first reported a position in Schwab 1000 Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Clayton Financial Group's Schwab 1000 Index ETF position peaked at $10.1K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.