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

Fiduciary 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 		$2.97M Buy
82,447
+41,255
+100% +$1.44M 0.34% 51
2026
Q1 		$1.29M Buy
41,192
+1,183
+3% +$38.8K 0.17% 84
2025
Q4 		$1.31M Buy
40,009
+90
+0.2% +$2.93K 0.19% 81
2025
Q3 		$1.28M Buy
39,919
+68
+0.2% +$2.1K 0.2% 71
2025
Q2 		$1.19M Buy
39,851
+85
+0.2% +$2.34K 0.21% 66
2025
Q1 		$1M Buy
39,766
+25,566
+180% +$726K 0.22% 66
2024
Q4 		$399K Buy
+14,200
New +$404K 0.09% 141

Other funds holding SCHK

Financial Engines Advisors
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
Charles Schwab San Francisco, California $751B AUM 38.74% 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
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

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

Fiduciary Financial Group increased its Schwab 1000 Index ETF (SCHK) stake by 100% in Q2 2026, buying an estimated $1.44M and bringing the position to 82,447 shares worth $2.97M. The position accounts for 0.34% of the portfolio, ranked #51.

Fiduciary Financial Group first reported a position in SCHK in Q4 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Fiduciary Financial Group held 82,447 shares of Schwab 1000 Index ETF worth $2.97M as of Q2 2026.
  • Fiduciary Financial Group bought 41,255 Schwab 1000 Index ETF shares in Q2 2026, an estimated $1.44M.
  • Schwab 1000 Index ETF made up 0.34% of Fiduciary Financial Group's portfolio in Q2 2026, its #51 holding.
  • Fiduciary Financial Group first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.