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Cornerstone Planning Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Cornerstone Planning Group’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 		$168K Buy
4,677
+12
+0.3% +$419 0.02% 187
2026
Q1 		$163K Buy
+4,665
New +$153K 0.02% 184

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

Cornerstone Planning Group's SCHK Position: Q2 2026 in Review

Cornerstone Planning Group increased its Schwab 1000 Index ETF (SCHK) stake by 0.26% in Q2 2026, buying an estimated $419 and bringing the position to 4,677 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #187.

Cornerstone Planning Group first reported a position in SCHK in Q1 2026 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Cornerstone Planning Group held 4,677 shares of Schwab 1000 Index ETF worth $168K as of Q2 2026.
  • Cornerstone Planning Group bought 12 Schwab 1000 Index ETF shares in Q2 2026, an estimated $419.
  • Schwab 1000 Index ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #187 holding.
  • Cornerstone Planning Group first reported a position in Schwab 1000 Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.