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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
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 		$6.13K 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

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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

DB Fitzpatrick & Co's SCHK Position: Q2 2026 in Review

DB Fitzpatrick & Co held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 236 shares worth $8.51K. The position accounts for 0.01% of the portfolio, ranked #68.

DB Fitzpatrick & Co first reported a position in SCHK in Q1 2025 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • DB Fitzpatrick & Co held 236 shares of Schwab 1000 Index ETF worth $8.51K as of Q2 2026.
  • DB Fitzpatrick & Co left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up 0.01% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #68 holding.
  • DB Fitzpatrick & Co first reported a position in Schwab 1000 Index ETF in Q1 2025 and has held it in 6 quarters since.
  • 47 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.