Everhart Financial Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Everhart Financial 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 Q2	$1.43M	Buy	39,519 +140	+0.4%	+$4.89K	0.09%	116
2026 Q1	$1.23M	Buy	39,379 +1,858	+5%	+$60.9K	0.11%	128
2025 Q4	$1.23M	Sell	37,521 -72	-0.2%	-$2.34K	0.11%	123
2025 Q3	$1.21M	Buy	37,593 +181	+0.5%	+$5.6K	0.12%	112
2025 Q2	$1.12M	Buy	37,412 +6,844	+22%	+$189K	0.13%	109
2025 Q1	$823K	Hold	30,568	–	–	0.11%	132
2024 Q4	$865K	Hold	30,568	–	–	0.18%	116
2024 Q3	$845K	Hold	30,568	–	–	0.19%	119
2024 Q2	$800K	Hold	30,568	–	–	0.21%	100
2024 Q1	$774K	Sell	30,568 -266	-0.9%	-$6.41K	0.23%	93
2023 Q4	$710K	Hold	30,834	–	–	0.25%	81
2023 Q3	$637K	Hold	30,834	–	–	0.27%	77
2023 Q2	$660K	Hold	30,834	–	–	0.27%	76
2023 Q1	$610K	Hold	30,834	–	–	0.27%	73
2022 Q4	$569K	Sell	30,834 -6,844	-18%	-$127K	0.29%	78
2022 Q3	$652K	Hold	37,678	–	–	0.36%	53
2022 Q2	$687K	Buy	37,678 +6,844	+22%	+$136K	0.42%	47
2022 Q1	$679K	Hold	30,834	–	–	0.39%	52
2021 Q4	$718K	Hold	30,834	–	–	0.43%	46
2021 Q3	$657K	Sell	30,834 -10	-0%	-$219	0.45%	46
2021 Q2	$658K	Sell	30,844 -7,262	-19%	-$151K	0.45%	45
2021 Q1	$752K	Sell	38,106 -1,438	-4%	-$27.8K	0.66%	36
2020 Q4	$739K	Buy	+39,544	New	+$697K	0.68%	33

Other funds holding SCHK

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Everhart Financial Group's SCHK Position: Q2 2026 in Review

Everhart Financial Group increased its Schwab 1000 Index ETF (SCHK) stake by 0.36% in Q2 2026, buying an estimated $4.89K and bringing the position to 39,519 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #116.

Everhart Financial Group first reported a position in SCHK in Q4 2020 and has held it in 23 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Everhart Financial Group held 39,519 shares of Schwab 1000 Index ETF worth $1.43M as of Q2 2026.
Everhart Financial Group bought 140 Schwab 1000 Index ETF shares in Q2 2026, an estimated $4.89K.
Schwab 1000 Index ETF made up 0.09% of Everhart Financial Group's portfolio in Q2 2026, its #116 holding.
Everhart Financial Group first reported a position in Schwab 1000 Index ETF in Q4 2020 and has held it in 23 quarters since.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.