Crews Bank & Trust’s Schwab 1000 Index ETF SCHK Stock Holding History

Crews Bank & Trust’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	$29.8K	Hold	826	–	–	﹤0.01%	442
2026 Q1	$25.9K	Hold	826	–	–	﹤0.01%	441
2025 Q4	$27.1K	Hold	826	–	–	﹤0.01%	427
2025 Q3	$26.5K	Hold	826	–	–	﹤0.01%	433
2025 Q2	$24.6K	Hold	826	–	–	﹤0.01%	428
2025 Q1	$22.2K	Hold	826	–	–	﹤0.01%	438
2024 Q4	$23.4K	Buy	+826	New	+$23.5K	﹤0.01%	431

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

Crews Bank & Trust's SCHK Position: Q2 2026 in Review

Crews Bank & Trust held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 826 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Crews Bank & Trust first reported a position in SCHK in Q4 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Crews Bank & Trust held 826 shares of Schwab 1000 Index ETF worth $29.8K as of Q2 2026.
Crews Bank & Trust left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
Schwab 1000 Index ETF made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #442 holding.
Crews Bank & Trust first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 7 quarters since.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.