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

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DACG

Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OCM

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

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. 107 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.
107 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.