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Crewe Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Crewe Advisors’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 		$664K Buy
18,403
+586
+3% +$20.5K 0.05% 119
2026
Q1 		$558K Buy
17,817
+299
+2% +$9.79K 0.05% 118
2025
Q4 		$575K Sell
17,518
-2,985
-15% -$97.1K 0.05% 114
2025
Q3 		$659K Buy
20,503
+350
+2% +$10.8K 0.06% 103
2025
Q2 		$601K Buy
20,153
+22
+0.1% +$606 0.09% 80
2025
Q1 		$542K Buy
20,131
+23
+0.1% +$653 0.08% 75
2024
Q4 		$569K Buy
20,108
+24
+0.1% +$683 0.08% 73
2024
Q3 		$555K Buy
20,084
+46
+0.2% +$1.22K 0.06% 78
2024
Q2 		$524K Hold
20,038
– – 0.06% 99
2024
Q1 		$508K Buy
20,038
+24
+0.1% +$578 0.06% 98
2023
Q4 		$461K Buy
20,014
+308
+2% +$6.62K 0.07% 52
2023
Q3 		$407K Buy
19,706
+1,126
+6% +$24.2K 0.07% 50
2023
Q2 		$398K Buy
18,580
+1,000
+6% +$20.2K 0.06% 90
2023
Q1 		$348K Buy
17,580
+20
+0.1% +$386 0.05% 109
2022
Q4 		$324K Sell
17,560
-2,954
-14% -$54.9K 0.05% 108
2022
Q3 		$355K Buy
20,514
+22
+0.1% +$423 0.06% 92
2022
Q2 		$374K Buy
20,492
+70
+0.3% +$1.39K 0.08% 77
2022
Q1 		$450K Buy
20,422
+66
+0.3% +$1.43K 0.09% 58
2021
Q4 		$474K Buy
20,356
+3,490
+21% +$79.1K 0.1% 47
2021
Q3 		$359K Buy
16,866
+4
+0% +$88 0.08% 45
2021
Q2 		$360K Buy
+16,862
New +$350K 0.09% 42

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

Crewe Advisors's SCHK Position: Q2 2026 in Review

Crewe Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 3.3% in Q2 2026, buying an estimated $20.5K and bringing the position to 18,403 shares worth $664K. The position accounts for 0.05% of the portfolio, ranked #119.

Crewe Advisors first reported a position in SCHK in Q2 2021 and has held it in 21 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Crewe Advisors held 18,403 shares of Schwab 1000 Index ETF worth $664K as of Q2 2026.
  • Crewe Advisors bought 586 Schwab 1000 Index ETF shares in Q2 2026, an estimated $20.5K.
  • Schwab 1000 Index ETF made up 0.05% of Crewe Advisors's portfolio in Q2 2026, its #119 holding.
  • Crewe Advisors first reported a position in Schwab 1000 Index ETF in Q2 2021 and has held it in 21 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.