DB Fitzpatrick & Co
SCHK icon

DB Fitzpatrick & Co’s Schwab 1000 Index ETF SCHK Stock Holding History

DB Fitzpatrick & Co’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
Q3 		$9.6K Buy
263
+27
+11% +$989 0.01% 65
2026
Q2 		$8.51K Hold
236
– – 0.01% 68
2026
Q1 		$7.39K Buy
236
+45
+24% +$1.47K 0.01% 71
2025
Q4 		$6.26K Hold
191
– – 0.01% 71
2025
Q3 		$6.14K Hold
191
– – 0.01% 73
2025
Q2 		$5.7K Hold
191
– – 0.01% 79
2025
Q1 		$5.14K Buy
+191
New +$5.42K ﹤0.01% 76

Other funds holding SCHK

Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Orser Capital Management
Orser Capital Management Southlake, Texas $176M AUM 23.16% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Blue Sky Capital Consultants Group
Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

DB Fitzpatrick & Co's SCHK Position: Q3 2026 in Review

DB Fitzpatrick & Co increased its Schwab 1000 Index ETF (SCHK) stake by 11% in Q3 2026, buying an estimated $989 and bringing the position to 263 shares worth $9.6K. The position accounts for 0.01% of the portfolio, ranked #65.

DB Fitzpatrick & Co first reported a position in SCHK in Q1 2025 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • DB Fitzpatrick & Co held 263 shares of Schwab 1000 Index ETF worth $9.6K as of Q3 2026.
  • DB Fitzpatrick & Co bought 27 Schwab 1000 Index ETF shares in Q3 2026, an estimated $989.
  • Schwab 1000 Index ETF made up 0.01% of DB Fitzpatrick & Co's portfolio in Q3 2026, its #65 holding.
  • DB Fitzpatrick & Co first reported a position in Schwab 1000 Index ETF in Q1 2025 and has held it in 7 quarters since.
  • 60 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q3 2026, filed 19 Oct 2026.