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Empirical Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Empirical Wealth Management’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 		$1.57M Buy
43,505
+212
+0.5% +$7.4K 0.02% 316
2026
Q1 		$1.36M Buy
43,293
+36,460
+534% +$1.19M 0.02% 297
2025
Q4 		$224K Sell
6,833
-38
-0.6% -$1.24K ﹤0.01% 813
2025
Q3 		$221K Sell
6,871
-2,410
-26% -$74.6K ﹤0.01% 724
2025
Q2 		$277K Sell
9,281
-1,166
-11% -$32.1K 0.01% 556
2025
Q1 		$281K Hold
10,447
– – 0.01% 533
2024
Q4 		$296K Sell
10,447
-1
-0% -$28 0.01% 506
2024
Q3 		$289K Buy
10,448
+302
+3% +$8.04K 0.01% 473
2024
Q2 		$265K Buy
10,146
+458
+5% +$11.6K 0.01% 477
2024
Q1 		$245K Sell
9,688
-1,674
-15% -$40.3K 0.01% 471
2023
Q4 		$262K Sell
11,362
-1,990
-15% -$42.8K 0.01% 424
2023
Q3 		$276K Buy
13,352
+1,322
+11% +$28.4K 0.01% 385
2023
Q2 		$257K Buy
+12,030
New +$243K 0.01% 394

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

Empirical Wealth Management's SCHK Position: Q2 2026 in Review

Empirical Wealth Management increased its Schwab 1000 Index ETF (SCHK) stake by 0.49% in Q2 2026, buying an estimated $7.4K and bringing the position to 43,505 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #316.

Empirical Wealth Management first reported a position in SCHK in Q2 2023 and has held it in 13 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Empirical Wealth Management held 43,505 shares of Schwab 1000 Index ETF worth $1.57M as of Q2 2026.
  • Empirical Wealth Management bought 212 Schwab 1000 Index ETF shares in Q2 2026, an estimated $7.4K.
  • Schwab 1000 Index ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Empirical Wealth Management first reported a position in Schwab 1000 Index ETF in Q2 2023 and has held it in 13 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.