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Diversified Trust’s Schwab 1000 Index ETF SCHK Stock Holding History

Diversified Trust’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 		$1.43M Hold
39,576
– – 0.02% 376
2026
Q1 		$1.24M Hold
39,576
– – 0.02% 398
2025
Q4 		$1.3M Hold
39,576
– – 0.02% 363
2025
Q3 		$1.27M Buy
39,576
+3,492
+10% +$108K 0.03% 355
2025
Q2 		$1.08M Buy
+36,084
New +$995K 0.02% 359

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
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 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

Diversified Trust's SCHK Position: Q2 2026 in Review

Diversified Trust held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 39,576 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #376.

Diversified Trust first reported a position in SCHK in Q2 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Diversified Trust held 39,576 shares of Schwab 1000 Index ETF worth $1.43M as of Q2 2026.
  • Diversified Trust left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up 0.02% of Diversified Trust's portfolio in Q2 2026, its #376 holding.
  • Diversified Trust first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 66 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.