Commonwealth Equity Services
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Commonwealth Equity Services’s Schwab 1000 Index ETF SCHK Stock Holding History

Commonwealth Equity Services’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 		$733K Sell
20,320
-1,388
-6% -$48.5K ﹤0.01% 2983
2026
Q1 		$680K Sell
21,708
-3,768
-15% -$123K ﹤0.01% 2933
2025
Q4 		$836K Sell
25,476
-4,708
-16% -$153K ﹤0.01% 2736
2025
Q3 		$970K Sell
30,184
-7,226
-19% -$224K ﹤0.01% 2610
2025
Q2 		$1.12M Sell
37,410
-9,967
-21% -$275K ﹤0.01% 2473
2025
Q1 		$1.27M Buy
47,377
+636
+1% +$18.1K ﹤0.01% 2277
2024
Q4 		$1.32M Buy
46,741
+1,413
+3% +$40.2K ﹤0.01% 2184
2024
Q3 		$1.25M Buy
45,328
+128
+0.3% +$3.41K ﹤0.01% 2168
2024
Q2 		$1.18M Buy
45,200
+22,314
+98% +$564K ﹤0.01% 2149
2024
Q1 		$580K Sell
22,886
-1,660
-7% -$40K ﹤0.01% 2707
2023
Q4 		$565K Buy
24,546
+1,998
+9% +$42.9K ﹤0.01% 2598
2023
Q3 		$466K Buy
22,548
+12,896
+134% +$277K ﹤0.01% 2662
2023
Q2 		$207K Buy
+9,652
New +$195K ﹤0.01% 3377
2022
Q2 		– Sell
-9,484
Closed -$208K – 3784
2022
Q1 		$208K Sell
9,484
-288
-3% -$6.25K ﹤0.01% 3304
2021
Q4 		$227K Buy
9,772
+16
+0.2% +$363 ﹤0.01% 3193
2021
Q3 		$207K Buy
9,756
+312
+3% +$6.83K ﹤0.01% 3246
2021
Q2 		$201K Buy
+9,444
New +$196K ﹤0.01% 3263

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 $1.64B AUM 19.37% 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

Commonwealth Equity Services's SCHK Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Schwab 1000 Index ETF (SCHK) stake by 6.4% in Q2 2026, selling an estimated $48.5K and leaving 20,320 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #2983.

Commonwealth Equity Services first reported a position in SCHK in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.32M in Q4 2024. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Commonwealth Equity Services held 20,320 shares of Schwab 1000 Index ETF worth $733K as of Q2 2026.
  • Commonwealth Equity Services sold 1,388 Schwab 1000 Index ETF shares in Q2 2026, an estimated $48.5K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2983 holding.
  • Commonwealth Equity Services first reported a position in Schwab 1000 Index ETF in Q2 2021 and has held it in 17 quarters since.
  • Commonwealth Equity Services's Schwab 1000 Index ETF position peaked at $1.32M in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.