Cornerstone Advisors Asset Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Cornerstone Advisors Asset Management’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	$9.32M	Buy	258,451 +284	+0.1%	+$9.92K	1.22%	19
2026 Q1	$8.09M	Buy	258,167 +63,859	+33%	+$2.09M	1.25%	19
2025 Q4	$6.37M	Buy	194,308 +109,944	+130%	+$3.58M	1.03%	21
2025 Q3	$2.71M	Buy	84,364 +241	+0.3%	+$7.46K	0.47%	42
2025 Q2	$2.51M	Buy	84,123 +10,095	+14%	+$278K	0.48%	42
2025 Q1	$1.99M	Buy	74,028 +225	+0.3%	+$6.39K	0.41%	45
2024 Q4	$2.09M	Buy	73,803 +241	+0.3%	+$6.86K	0.45%	41
2024 Q3	$2.03M	Buy	73,562 +454	+0.6%	+$12.1K	0.45%	41
2024 Q2	$1.91M	Hold	73,108	–	–	0.54%	40
2024 Q1	$1.85M	Hold	73,108	–	–	0.65%	34
2023 Q4	$1.68M	Hold	73,108	–	–	0.64%	35
2023 Q3	$1.51M	Hold	73,108	–	–	0.6%	38
2023 Q2	$1.56M	Hold	73,108	–	–	0.68%	35
2023 Q1	$1.45M	Hold	73,108	–	–	0.71%	35
2022 Q4	$1.35M	Buy	73,108 +25,300	+53%	+$470K	0.72%	33
2022 Q3	$827K	Buy	47,808 +1,060	+2%	+$20.4K	0.63%	31
2022 Q2	$852K	Hold	46,748	–	–	0.61%	32
2022 Q1	$1.03M	Buy	+46,748	New	+$1.01M	0.71%	30

Other funds holding SCHK

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cornerstone Advisors Asset Management's SCHK Position: Q2 2026 in Review

Cornerstone Advisors Asset Management increased its Schwab 1000 Index ETF (SCHK) stake by 0.11% in Q2 2026, buying an estimated $9.92K and bringing the position to 258,451 shares worth $9.32M. The position accounts for 1.22% of the portfolio, ranked #19.

Cornerstone Advisors Asset Management first reported a position in SCHK in Q1 2022 and has held it in 18 quarters since. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Cornerstone Advisors Asset Management held 258,451 shares of Schwab 1000 Index ETF worth $9.32M as of Q2 2026.
Cornerstone Advisors Asset Management bought 284 Schwab 1000 Index ETF shares in Q2 2026, an estimated $9.92K.
Schwab 1000 Index ETF made up 1.22% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #19 holding.
Cornerstone Advisors Asset Management first reported a position in Schwab 1000 Index ETF in Q1 2022 and has held it in 18 quarters since.
267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.