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
Q2 		$307K Sell
8,522
-3,873
-31% -$135K ﹤0.01% 4408
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

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

Envestnet Asset Management's SCHK Position: Q2 2026 in Review

Envestnet Asset Management reduced its Schwab 1000 Index ETF (SCHK) stake by 31% in Q2 2026, selling an estimated $135K and leaving 8,522 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #4408.

Envestnet Asset Management first reported a position in SCHK in Q3 2019 and has held it in 15 quarters since. The position peaked at $65M in Q3 2019. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Envestnet Asset Management held 8,522 shares of Schwab 1000 Index ETF worth $307K as of Q2 2026.
  • Envestnet Asset Management sold 3,873 Schwab 1000 Index ETF shares in Q2 2026, an estimated $135K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4408 holding.
  • Envestnet Asset Management first reported a position in Schwab 1000 Index ETF in Q3 2019 and has held it in 15 quarters since.
  • Envestnet Asset Management's Schwab 1000 Index ETF position peaked at $65M in Q3 2019.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.