Collective Family Office’s Schwab 1000 Index ETF SCHK Stock Holding History

Collective Family Office’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	$872K	Sell	24,176 -4,395	-15%	-$153K	0.18%	89
2026 Q1	$895K	Buy	28,571 +2,869	+11%	+$94K	0.2%	79
2025 Q4	$843K	Buy	25,702 +4,081	+19%	+$133K	0.19%	84
2025 Q3	$694K	Sell	21,621 -1,029	-5%	-$31.9K	0.17%	95
2025 Q2	$675K	Sell	22,650 -4,860	-18%	-$134K	0.17%	94
2025 Q1	$741K	Sell	27,510 -5,114	-16%	-$145K	0.2%	84
2024 Q4	$924K	Hold	32,624	–	–	0.25%	80
2024 Q3	$902K	Sell	32,624 -12,760	-28%	-$340K	0.25%	81
2024 Q2	$1.19M	Sell	45,384 -2,280	-5%	-$57.6K	0.35%	66
2024 Q1	$1.21M	Buy	47,664 +2	+0%	+$48	0.39%	59
2023 Q4	$1.1M	Sell	47,662 -5,400	-10%	-$116K	0.39%	60
2023 Q3	$1.1M	Buy	53,062 +4,100	+8%	+$88.1K	0.43%	56
2023 Q2	$1.05M	Buy	48,962 +31,552	+181%	+$638K	0.41%	58
2023 Q1	$344K	Sell	17,410 -4,200	-19%	-$81.1K	0.14%	124
2022 Q4	$399K	Buy	+21,610	New	+$402K	0.18%	108

Other funds holding SCHK

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

WIM

Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Collective Family Office's SCHK Position: Q2 2026 in Review

Collective Family Office reduced its Schwab 1000 Index ETF (SCHK) stake by 15% in Q2 2026, selling an estimated $153K and leaving 24,176 shares worth $872K. The position accounts for 0.18% of the portfolio, ranked #89.

Collective Family Office first reported a position in SCHK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q1 2024. 112 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Collective Family Office held 24,176 shares of Schwab 1000 Index ETF worth $872K as of Q2 2026.
Collective Family Office sold 4,395 Schwab 1000 Index ETF shares in Q2 2026, an estimated $153K.
Schwab 1000 Index ETF made up 0.18% of Collective Family Office's portfolio in Q2 2026, its #89 holding.
Collective Family Office first reported a position in Schwab 1000 Index ETF in Q4 2022 and has held it in 15 quarters since.
Collective Family Office's Schwab 1000 Index ETF position peaked at $1.21M in Q1 2024.
112 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.