FFA
SCHK icon

Farther Finance Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Farther Finance 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 		$843K Buy
26,720
+1,808
+7% +$59.2K 0.01% 1082
2025
Q4 		$817K Buy
24,912
+13,570
+120% +$442K 0.01% 1009
2025
Q3 		$364K Hold
11,342
– – 0.01% 1260
2025
Q2 		$338K Sell
11,342
-11,413
-50% -$315K 0.01% 1118
2025
Q1 		$615K Buy
+22,755
New +$646K 0.02% 693
2024
Q4 		– Hold
0
– – – 4138
2024
Q3 		– Hold
0
– – – 4124
2023
Q4 		– Sell
-300
Closed -$6.2K – 3612
2023
Q3 		$6.2K Hold
300
– – ﹤0.01% 1450
2023
Q2 		$6.42K Sell
300
-2,700
-90% -$54.6K ﹤0.01% 1340
2023
Q1 		$59.3K Buy
+3,000
New +$58K 0.02% 560

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