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Elevation Wealth Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Elevation Wealth Partners’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 		$1.01M Sell
28,107
-2,155
-7% -$75.3K 0.3% 49
2026
Q1 		$948K Hold
30,262
– – 0.34% 47
2025
Q4 		$993K Hold
30,262
– – 0.35% 45
2025
Q3 		$972K Sell
30,262
-495
-2% -$15.3K 0.35% 48
2025
Q2 		$917K Buy
30,757
+24,093
+362% +$664K 0.36% 49
2025
Q1 		$179K Hold
6,664
– – 0.08% 120
2024
Q4 		$189K Hold
6,664
– – 0.08% 116
2024
Q3 		$184K Hold
6,664
– – 0.08% 121
2024
Q2 		$174K Hold
6,664
– – 0.08% 117
2024
Q1 		$169K Hold
6,664
– – 0.08% 122
2023
Q4 		$138K Buy
+6,664
New +$143K 0.08% 125

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

Elevation Wealth Partners's SCHK Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Schwab 1000 Index ETF (SCHK) stake by 7.1% in Q2 2026, selling an estimated $75.3K and leaving 28,107 shares worth $1.01M. The position accounts for 0.3% of the portfolio, ranked #49.

Elevation Wealth Partners first reported a position in SCHK in Q4 2023 and has held it in 11 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Elevation Wealth Partners held 28,107 shares of Schwab 1000 Index ETF worth $1.01M as of Q2 2026.
  • Elevation Wealth Partners sold 2,155 Schwab 1000 Index ETF shares in Q2 2026, an estimated $75.3K.
  • Schwab 1000 Index ETF made up 0.3% of Elevation Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • Elevation Wealth Partners first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.