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

Destination 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
2025
Q2 		– Sell
-24,065
Closed -$648K – 280
2025
Q1 		$648K Buy
+24,065
New +$683K 0.02% 143
2018
Q2 		– Sell
-80
Closed -$1K – 624
2018
Q1 		$1K Buy
+80
New +$1.07K ﹤0.01% 555

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LWMT
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WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
WA
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Destination Wealth Management's SCHK Position: Q2 2025 in Review

Destination Wealth Management sold out of Schwab 1000 Index ETF (SCHK) in Q2 2025, closing a stake of 24,065 shares — an estimated $648K sold.

Destination Wealth Management first reported a position in SCHK in Q1 2018 and held it in 2 quarters. The position peaked at $648K in Q1 2025. 217 funds tracked by Wall St. Rank hold SCHK as of Q2 2025.

  • Destination Wealth Management reported no remaining Schwab 1000 Index ETF position as of Q2 2025 after selling out during the quarter.
  • Destination Wealth Management sold 24,065 Schwab 1000 Index ETF shares in Q2 2025, an estimated $648K.
  • Destination Wealth Management first reported a position in Schwab 1000 Index ETF in Q1 2018 and held it in 2 quarters.
  • Destination Wealth Management's Schwab 1000 Index ETF position peaked at $648K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2025.

Based on Destination Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.