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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
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 $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

EP Wealth Advisors's SCHK Position: Q1 2026 in Review

EP Wealth Advisors sold out of Schwab 1000 Index ETF (SCHK) in Q1 2026, closing a stake of 6,440 shares — an estimated $211K sold.

EP Wealth Advisors first reported a position in SCHK in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • EP Wealth Advisors reported no remaining Schwab 1000 Index ETF position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 6,440 Schwab 1000 Index ETF shares in Q1 2026, an estimated $211K.
  • EP Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q4 2025 and held it in 1 quarter.
  • EP Wealth Advisors's Schwab 1000 Index ETF position peaked at $211K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.