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EP Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

EP Wealth Advisors’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 		$287K Buy
+7,946
New +$277K ﹤0.01% 1323
2026
Q1 		– Sell
-6,440
Closed -$211K – 1582
2025
Q4 		$211K Buy
+6,440
New +$210K ﹤0.01% 1362

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

EP Wealth Advisors's SCHK Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 7,946 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #1323 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SCHK as recently as Q4 2025.

EP Wealth Advisors first reported a position in SCHK in Q4 2025 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • EP Wealth Advisors held 7,946 shares of Schwab 1000 Index ETF worth $287K as of Q2 2026.
  • Schwab 1000 Index ETF was a new EP Wealth Advisors position in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1323 holding.
  • EP Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.