D.L. Carlson Investment Group’s Schwab 1000 Index ETF SCHK Stock Holding History

D.L. Carlson Investment Group’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	$649K	Buy	18,008 +47	+0.3%	+$1.64K	0.1%	95
2026 Q1	$563K	Hold	17,961	–	–	0.1%	101
2025 Q4	$589K	Buy	17,961 +54	+0.3%	+$1.76K	0.1%	99
2025 Q3	$575K	Buy	17,907 +57	+0.3%	+$1.76K	0.1%	107
2025 Q2	$532K	Buy	17,850 +51	+0.3%	+$1.41K	0.1%	103
2025 Q1	$479K	Buy	17,799 +54	+0.3%	+$1.53K	0.09%	113
2024 Q4	$502K	Buy	17,745 +103	+0.6%	+$2.93K	0.09%	111
2024 Q3	$488K	Buy	+17,642	New	+$470K	0.09%	117

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

D.L. Carlson Investment Group's SCHK Position: Q2 2026 in Review

D.L. Carlson Investment Group increased its Schwab 1000 Index ETF (SCHK) stake by 0.26% in Q2 2026, buying an estimated $1.64K and bringing the position to 18,008 shares worth $649K. The position accounts for 0.1% of the portfolio, ranked #95.

D.L. Carlson Investment Group first reported a position in SCHK in Q3 2024 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

D.L. Carlson Investment Group held 18,008 shares of Schwab 1000 Index ETF worth $649K as of Q2 2026.
D.L. Carlson Investment Group bought 47 Schwab 1000 Index ETF shares in Q2 2026, an estimated $1.64K.
Schwab 1000 Index ETF made up 0.1% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #95 holding.
D.L. Carlson Investment Group first reported a position in Schwab 1000 Index ETF in Q3 2024 and has held it in 8 quarters since.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.