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Donor Advised Charitable Giving’s Schwab 1000 Index ETF SCHK Stock Holding History

Donor Advised Charitable Giving’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 		$4.17M Sell
115,563
-1,684
-1% -$58.8K 0.09% 6
2026
Q1 		$3.67M Hold
117,247
– – 0.09% 5
2025
Q4 		$3.85M Sell
117,247
-3,041
-3% -$99K 0.09% 5
2025
Q3 		$3.86M Hold
120,288
– – 0.08% 6
2025
Q2 		$3.59M Hold
120,288
– – 0.07% 8
2025
Q1 		$3.24M Hold
120,288
– – 0.09% 8
2024
Q4 		$3.41M Hold
120,288
– – 0.08% 7
2024
Q3 		$3.33M Hold
120,288
– – 0.08% 6
2024
Q2 		$3.15M Hold
120,288
– – 0.07% 7
2024
Q1 		$3.05M Hold
120,288
– – 0.09% 8
2023
Q4 		$2.77M Hold
120,288
– – 0.15% 10
2023
Q3 		$2.48M Hold
120,288
– – 0.15% 7
2023
Q2 		$2.57M Hold
120,288
– – 0.17% 8
2023
Q1 		$2.38M Hold
120,288
– – 0.22% 11
2022
Q4 		$2.22M Hold
120,288
– – 0.37% 9
2022
Q3 		$2.08M Hold
120,288
– – 0.44% 10
2022
Q2 		$2.19M Buy
120,288
+4,948
+4% +$98.3K 0.38% 7
2022
Q1 		$2.54M Hold
115,340
– – 0.26% 10
2021
Q4 		$2.69M Hold
115,340
– – 0.26% 8
2021
Q3 		$2.46M Buy
115,340
+27,658
+32% +$606K 0.44% 11
2021
Q2 		$1.87M Buy
87,682
+57,384
+189% +$1.19M 0.21% 63
2021
Q1 		$597K Buy
+30,298
New +$585K 0.06% 79

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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

Donor Advised Charitable Giving's SCHK Position: Q2 2026 in Review

Donor Advised Charitable Giving reduced its Schwab 1000 Index ETF (SCHK) stake by 1.4% in Q2 2026, selling an estimated $58.8K and leaving 115,563 shares worth $4.17M. The position accounts for 0.09% of the portfolio, ranked #6.

Donor Advised Charitable Giving first reported a position in SCHK in Q1 2021 and has held it in 22 quarters since. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Donor Advised Charitable Giving held 115,563 shares of Schwab 1000 Index ETF worth $4.17M as of Q2 2026.
  • Donor Advised Charitable Giving sold 1,684 Schwab 1000 Index ETF shares in Q2 2026, an estimated $58.8K.
  • Schwab 1000 Index ETF made up 0.09% of Donor Advised Charitable Giving's portfolio in Q2 2026, its #6 holding.
  • Donor Advised Charitable Giving first reported a position in Schwab 1000 Index ETF in Q1 2021 and has held it in 22 quarters since.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2026, filed 24 Jul 2026.