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Financial Consulate’s Schwab 1000 Index ETF SCHK Stock Holding History

Financial Consulate’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 		$32 Sell
1
-345
-100% -$11.3K ﹤0.01% 1392
2025
Q4 		$11.3K Buy
346
+1
+0.3% +$33 ﹤0.01% 591
2025
Q3 		$11.1K Buy
+345
New +$10.7K ﹤0.01% 542

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

Financial Consulate's SCHK Position: Q1 2026 in Review

Financial Consulate reduced its Schwab 1000 Index ETF (SCHK) stake by 100% in Q1 2026, selling an estimated $11.3K and leaving 1 share worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Financial Consulate first reported a position in SCHK in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.3K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Financial Consulate held 1 share of Schwab 1000 Index ETF worth $32 as of Q1 2026.
  • Financial Consulate sold 345 Schwab 1000 Index ETF shares in Q1 2026, an estimated $11.3K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1392 holding.
  • Financial Consulate first reported a position in Schwab 1000 Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Schwab 1000 Index ETF position peaked at $11.3K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.