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Clearstead Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Clearstead 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
2026
Q1 		$1.1M Buy
35,136
+1,282
+4% +$42K 0.01% 495
2025
Q4 		$1.11M Sell
33,854
-23
-0.1% -$748 0.01% 452
2025
Q3 		$1.09M Buy
33,877
+564
+2% +$17.5K 0.02% 441
2025
Q2 		$993K Buy
33,313
+2,218
+7% +$61.1K 0.01% 444
2025
Q1 		$837K Buy
31,095
+4,422
+17% +$126K 0.01% 455
2024
Q4 		$755K Buy
26,673
+4,707
+21% +$134K 0.01% 475
2024
Q3 		$607K Buy
21,966
+11,308
+106% +$301K 0.01% 525
2024
Q2 		$279K Buy
10,658
+640
+6% +$16.2K ﹤0.01% 712
2024
Q1 		$252K Buy
+10,018
New +$241K 0.01% 434
2023
Q1 		– Sell
-844
Closed -$15.6K – 1423
2022
Q4 		$15.6K Buy
844
+4
+0.5% +$74 ﹤0.01% 841
2022
Q3 		$15K Buy
840
+4
+0.5% +$77 ﹤0.01% 821
2022
Q2 		$15K Buy
836
+4
+0.5% +$79 ﹤0.01% 862
2022
Q1 		$18K Buy
+832
New +$18.1K ﹤0.01% 890

Other funds holding SCHK

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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