Element Wealth’s Schwab 1000 Index ETF SCHK Stock Holding History

Element Wealth’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	$235K	Hold	6,504	–	–	0.09%	192
2026 Q1	$204K	Hold	6,504	–	–	0.08%	198
2025 Q4	$213K	Hold	6,504	–	–	0.09%	194
2025 Q3	$209K	Sell	6,504 -520	-7%	-$16.1K	0.09%	184
2025 Q2	$209K	Buy	+7,024	New	+$194K	0.1%	175
2025 Q1	–	Sell	-7,024	Closed	-$199K	–	261
2024 Q4	$199K	Hold	7,024	–	–	0.1%	152
2024 Q3	$194K	Hold	7,024	–	–	0.1%	151
2024 Q2	$184K	Hold	7,024	–	–	0.1%	142
2024 Q1	$178K	Hold	7,024	–	–	0.1%	143
2023 Q4	$162K	Hold	7,024	–	–	0.1%	139
2023 Q3	$145K	Sell	7,024 -1,422	-17%	-$30.5K	0.1%	133
2023 Q2	$181K	Hold	8,446	–	–	0.13%	130
2023 Q1	$167K	Hold	8,446	–	–	0.12%	123
2022 Q4	$156K	Hold	8,446	–	–	0.13%	119
2022 Q3	$146K	Hold	8,446	–	–	0.13%	109
2022 Q2	$154K	Sell	8,446 -3,166	-27%	-$62.9K	0.15%	108
2022 Q1	$256K	Sell	11,612 -400	-3%	-$8.68K	0.21%	94
2021 Q4	$280K	Hold	12,012	–	–	0.21%	83
2021 Q3	$256K	Hold	12,012	–	–	0.2%	84
2021 Q2	$256K	Hold	12,012	–	–	0.2%	83
2021 Q1	$237K	Sell	12,012 -60,728	-83%	-$1.17M	0.2%	82
2020 Q4	$1.36M	Sell	72,740 -6,062	-8%	-$107K	1.26%	22
2020 Q3	$1.3M	Sell	78,802 -7,140	-8%	-$117K	1.39%	20
2020 Q2	$1.3M	Buy	85,942 +3,174	+4%	+$45.5K	1.5%	18
2020 Q1	$1.04M	Buy	+82,768	New	+$1.24M	1.43%	18

Other funds holding SCHK

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Element Wealth's SCHK Position: Q2 2026 in Review

Element Wealth held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 6,504 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #192.

Element Wealth first reported a position in SCHK in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.36M in Q4 2020. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Element Wealth held 6,504 shares of Schwab 1000 Index ETF worth $235K as of Q2 2026.
Element Wealth left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
Schwab 1000 Index ETF made up 0.09% of Element Wealth's portfolio in Q2 2026, its #192 holding.
Element Wealth first reported a position in Schwab 1000 Index ETF in Q1 2020 and has held it in 25 quarters since.
Element Wealth's Schwab 1000 Index ETF position peaked at $1.36M in Q4 2020.
267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.