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

Evanson 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 		$226K Sell
7,209
-25,219
-78% -$826K 0.01% 295
2025
Q4 		$1.06M Buy
32,428
+986
+3% +$32.1K 0.06% 135
2025
Q3 		$1.01M Buy
31,442
+11
+0% +$340 0.06% 140
2025
Q2 		$937K Buy
31,431
+10
+0% +$276 0.06% 145
2025
Q1 		$846K Sell
31,421
-143
-0.5% -$4.06K 0.06% 138
2024
Q4 		$894K Buy
31,564
+166
+0.5% +$4.72K 0.06% 128
2024
Q3 		$868K Buy
31,398
+22
+0.1% +$586 0.06% 132
2024
Q2 		$821K Buy
31,376
+1,302
+4% +$32.9K 0.06% 131
2024
Q1 		$762K Buy
30,074
+6
+0% +$144 0.06% 138
2023
Q4 		$692K Sell
30,068
-294
-1% -$6.32K 0.06% 134
2023
Q3 		$627K Buy
30,362
+8
+0% +$172 0.06% 135
2023
Q2 		$649K Buy
30,354
+8
+0% +$162 0.06% 134
2023
Q1 		$600K Buy
30,346
+8
+0% +$155 0.06% 135
2022
Q4 		$560K Buy
30,338
+10
+0% +$186 0.06% 140
2022
Q3 		$525K Buy
30,328
+8
+0% +$154 0.06% 143
2022
Q2 		$553K Buy
30,320
+314
+1% +$6.24K 0.06% 143
2022
Q1 		$661K Buy
30,006
+6
+0% +$130 0.06% 136
2021
Q4 		$699K Buy
30,000
+8
+0% +$181 0.06% 138
2021
Q3 		$639K Buy
29,992
+6
+0% +$131 0.07% 146
2021
Q2 		$640K Buy
+29,986
New +$622K 0.07% 148

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

Evanson Asset Management's SCHK Position: Q1 2026 in Review

Evanson Asset Management reduced its Schwab 1000 Index ETF (SCHK) stake by 78% in Q1 2026, selling an estimated $826K and leaving 7,209 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #295.

Evanson Asset Management first reported a position in SCHK in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Evanson Asset Management held 7,209 shares of Schwab 1000 Index ETF worth $226K as of Q1 2026.
  • Evanson Asset Management sold 25,219 Schwab 1000 Index ETF shares in Q1 2026, an estimated $826K.
  • Schwab 1000 Index ETF made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #295 holding.
  • Evanson Asset Management first reported a position in Schwab 1000 Index ETF in Q2 2021 and has held it in 20 quarters since.
  • Evanson Asset Management's Schwab 1000 Index ETF position peaked at $1.06M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.