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Delta Asset Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Delta Asset 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
2025
Q2 		– Sell
-200
Closed -$5.38K – 614
2025
Q1 		$5.38K Hold
200
– – ﹤0.01% 481
2024
Q4 		$5.66K Hold
200
– – ﹤0.01% 483
2024
Q3 		$5.53K Hold
200
– – ﹤0.01% 490
2024
Q2 		$5.23K Hold
200
– – ﹤0.01% 496
2024
Q1 		$5.07K Hold
200
– – ﹤0.01% 513
2023
Q4 		$4.61K Hold
200
– – ﹤0.01% 523
2023
Q3 		$4.13K Buy
+200
New +$4.3K ﹤0.01% 534

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
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Delta Asset Management's SCHK Position: Q2 2025 in Review

Delta Asset Management sold out of Schwab 1000 Index ETF (SCHK) in Q2 2025, closing a stake of 200 shares — an estimated $5.38K sold.

Delta Asset Management first reported a position in SCHK in Q3 2023 and held it in 7 quarters. The position peaked at $5.66K in Q4 2024. 216 funds tracked by Wall St. Rank hold SCHK as of Q2 2025.

  • Delta Asset Management reported no remaining Schwab 1000 Index ETF position as of Q2 2025 after selling out during the quarter.
  • Delta Asset Management sold 200 Schwab 1000 Index ETF shares in Q2 2025, an estimated $5.38K.
  • Delta Asset Management first reported a position in Schwab 1000 Index ETF in Q3 2023 and held it in 7 quarters.
  • Delta Asset Management's Schwab 1000 Index ETF position peaked at $5.66K in Q4 2024.
  • 216 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2025.

Based on Delta Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.