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

Costello 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	$32.2K	Buy	893 +75	+9%	+$2.62K	0.01%	327
2026 Q1	$25.6K	Buy	818 +1	+0.1%	+$33	0.01%	343
2025 Q4	$26.8K	Sell	817 -753	-48%	-$24.5K	0.01%	333
2025 Q3	$50.4K	Buy	1,570 +2	+0.1%	+$62	0.02%	238
2025 Q2	$46.8K	Sell	1,568 -9	-0.6%	-$248	0.02%	242
2025 Q1	$42.5K	Buy	1,577 +861	+120%	+$24.5K	0.02%	244
2024 Q4	$20.3K	Hold	716	–	–	0.01%	123
2024 Q3	$19.8K	Hold	716	–	–	0.01%	125
2024 Q2	$18.7K	Buy	716 +340	+90%	+$8.59K	0.01%	112
2024 Q1	$9.53K	Buy	+376	New	+$9.05K	0.01%	143

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

Costello Asset Management's SCHK Position: Q2 2026 in Review

Costello Asset Management increased its Schwab 1000 Index ETF (SCHK) stake by 9.2% in Q2 2026, buying an estimated $2.62K and bringing the position to 893 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #327.

Costello Asset Management first reported a position in SCHK in Q1 2024 and has held it in 10 quarters since. The position peaked at $50.4K in Q3 2025. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Costello Asset Management held 893 shares of Schwab 1000 Index ETF worth $32.2K as of Q2 2026.
Costello Asset Management bought 75 Schwab 1000 Index ETF shares in Q2 2026, an estimated $2.62K.
Schwab 1000 Index ETF made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #327 holding.
Costello Asset Management first reported a position in Schwab 1000 Index ETF in Q1 2024 and has held it in 10 quarters since.
Costello Asset Management's Schwab 1000 Index ETF position peaked at $50.4K in Q3 2025.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.