Envestnet Asset Management
SCHK icon

Envestnet Asset Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Envestnet Asset 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
Q1 		$388K Buy
+12,395
New +$406K ﹤0.01% 4110
2025
Q4 		– Sell
-10,638
Closed -$342K – 4640
2025
Q3 		$342K Sell
10,638
-1,234
-10% -$38.2K ﹤0.01% 3998
2025
Q2 		$354K Buy
11,872
+3,451
+41% +$95.1K ﹤0.01% 3933
2025
Q1 		$227K Sell
8,421
-1,189
-12% -$33.8K ﹤0.01% 4082
2024
Q4 		$272K Buy
+9,610
New +$274K ﹤0.01% 3942
2022
Q3 		– Sell
-17,242
Closed -$314K – 4018
2022
Q2 		$314K Sell
17,242
-21,116
-55% -$419K ﹤0.01% 3329
2022
Q1 		$844K Buy
38,358
+18,142
+90% +$394K ﹤0.01% 2784
2021
Q4 		$471K Sell
20,216
-1,984
-9% -$45K ﹤0.01% 3109
2021
Q3 		$473K Buy
22,200
+74
+0.3% +$1.62K ﹤0.01% 2992
2021
Q2 		$472K Sell
22,126
-1,720
-7% -$35.7K ﹤0.01% 3031
2021
Q1 		$470K Sell
23,846
-526
-2% -$10.2K ﹤0.01% 2880
2020
Q4 		$456K Buy
+24,372
New +$429K ﹤0.01% 2700
2020
Q2 		– Sell
-30,078
Closed -$377K – 3161
2020
Q1 		$377K Buy
+30,078
New +$450K ﹤0.01% 2441
2019
Q4 		– Sell
-4,460,750
Closed -$65M – 3149
2019
Q3 		$65M Buy
+4,460,750
New +$64.9M 0.07% 209

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AAG
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PSA
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