EPG
SCHK icon

Estate Planners Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Estate Planners Group’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
-332
Closed -$10.9K – 352
2025
Q4 		$10.9K Buy
+332
New +$10.8K ﹤0.01% 272

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $171B AUM 24.68% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 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

Estate Planners Group's SCHK Position: Q1 2026 in Review

Estate Planners Group sold out of Schwab 1000 Index ETF (SCHK) in Q1 2026, closing a stake of 332 shares — an estimated $10.9K sold.

Estate Planners Group first reported a position in SCHK in Q4 2025 and held it in 1 quarter. The position peaked at $10.9K in Q4 2025. 240 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Estate Planners Group reported no remaining Schwab 1000 Index ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 332 Schwab 1000 Index ETF shares in Q1 2026, an estimated $10.9K.
  • Estate Planners Group first reported a position in Schwab 1000 Index ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Schwab 1000 Index ETF position peaked at $10.9K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.