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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
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 $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return