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Cornerstone Advisory’s Schwab 1000 Index ETF SCHK Stock Holding History

Cornerstone Advisory’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
2025
Q4 		– Sell
-13,594
Closed -$437K – 257
2025
Q3 		$437K Buy
+13,594
New +$421K 0.04% 161

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
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
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
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

Cornerstone Advisory's SCHK Position: Q4 2025 in Review

Cornerstone Advisory sold out of Schwab 1000 Index ETF (SCHK) in Q4 2025, closing a stake of 13,594 shares — an estimated $437K sold.

Cornerstone Advisory first reported a position in SCHK in Q3 2025 and held it in 1 quarter. The position peaked at $437K in Q3 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q4 2025.

  • Cornerstone Advisory reported no remaining Schwab 1000 Index ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Advisory sold 13,594 Schwab 1000 Index ETF shares in Q4 2025, an estimated $437K.
  • Cornerstone Advisory first reported a position in Schwab 1000 Index ETF in Q3 2025 and held it in 1 quarter.
  • Cornerstone Advisory's Schwab 1000 Index ETF position peaked at $437K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2025.

Based on Cornerstone Advisory's 13F filing for Q4 2025, filed 28 Jan 2026.