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Curry Webb Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Curry Webb Wealth 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
Q1 		$1.38M Sell
43,999
-2,737
-6% -$89.7K 0.65% 30
2025
Q4 		$1.53M Buy
+46,736
New +$1.52M 0.76% 33

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 $891M AUM 22.99% 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
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 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

Curry Webb Wealth Management's SCHK Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its Schwab 1000 Index ETF (SCHK) stake by 5.9% in Q1 2026, selling an estimated $89.7K and leaving 43,999 shares worth $1.38M. The position accounts for 0.65% of the portfolio, ranked #30.

Curry Webb Wealth Management first reported a position in SCHK in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.53M in Q4 2025. 238 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Curry Webb Wealth Management held 43,999 shares of Schwab 1000 Index ETF worth $1.38M as of Q1 2026.
  • Curry Webb Wealth Management sold 2,737 Schwab 1000 Index ETF shares in Q1 2026, an estimated $89.7K.
  • Schwab 1000 Index ETF made up 0.65% of Curry Webb Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Curry Webb Wealth Management first reported a position in Schwab 1000 Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Curry Webb Wealth Management's Schwab 1000 Index ETF position peaked at $1.53M in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.