Elevation Wealth Partners
SCHK icon

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
Q3 		$1.03M Hold
28,107
– – 0.29% 49
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

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LWM
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Wealth Enhancement Advisory Services
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Donor Advised Charitable Giving
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Signature Estate & Investment Advisors
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Elevation Wealth Partners's SCHK Position: Q3 2026 in Review

Elevation Wealth Partners held its Schwab 1000 Index ETF (SCHK) position steady in Q3 2026 at 28,107 shares worth $1.03M. The position accounts for 0.29% of the portfolio, ranked #49.

Elevation Wealth Partners first reported a position in SCHK in Q4 2023 and has held it in 12 quarters since. 97 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • Elevation Wealth Partners held 28,107 shares of Schwab 1000 Index ETF worth $1.03M as of Q3 2026.
  • Elevation Wealth Partners left its Schwab 1000 Index ETF share count unchanged in Q3 2026.
  • Schwab 1000 Index ETF made up 0.29% of Elevation Wealth Partners's portfolio in Q3 2026, its #49 holding.
  • Elevation Wealth Partners first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 12 quarters since.
  • 97 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.