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 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 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Donor Advised Charitable Giving's SCHK Position: Q1 2026 in Review

Donor Advised Charitable Giving held its Schwab 1000 Index ETF (SCHK) position steady in Q1 2026 at 117,247 shares worth $3.67M. The position accounts for 0.09% of the portfolio, ranked #5.

Donor Advised Charitable Giving first reported a position in SCHK in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.86M in Q3 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Donor Advised Charitable Giving held 117,247 shares of Schwab 1000 Index ETF worth $3.67M as of Q1 2026.
Donor Advised Charitable Giving left its Schwab 1000 Index ETF share count unchanged in Q1 2026.
Schwab 1000 Index ETF made up 0.09% of Donor Advised Charitable Giving's portfolio in Q1 2026, its #5 holding.
Donor Advised Charitable Giving first reported a position in Schwab 1000 Index ETF in Q1 2021 and has held it in 21 quarters since.
Donor Advised Charitable Giving's Schwab 1000 Index ETF position peaked at $3.86M in Q3 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2026, filed 21 Apr 2026.