Financial Engines Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Financial Engines 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 Q2	$1.51B	Sell	41,923,365 -1,689,886	-4%	-$59M	2.68%	15
2026 Q1	$1.37B	Sell	43,613,251 -65,732	-0.2%	-$2.15M	2.77%	13
2025 Q4	$1.43B	Sell	43,678,983 -950,021	-2%	-$30.9M	2.71%	14
2025 Q3	$1.43B	Sell	44,629,004 -1,978,155	-4%	-$61.2M	2.74%	13
2025 Q2	$1.39B	Sell	46,607,159 -364,700	-0.8%	-$10.1M	2.77%	13
2025 Q1	$1.26B	Sell	46,971,859 -744,251	-2%	-$21.1M	2.71%	14
2024 Q4	$1.35B	Sell	47,716,110 -9,485,284	-17%	-$270M	2.84%	13
2024 Q3	$1.34B	Buy	57,201,394 +8,890,182	+18%	+$237M	2.8%	13
2024 Q2	$1.27B	Sell	48,311,212 -422,836	-0.9%	-$10.7M	2.82%	13
2024 Q1	$1.23B	Sell	48,734,048 -1,576,218	-3%	-$38M	2.78%	13
2023 Q4	$1.16B	Buy	50,310,266 +735,404	+1%	+$15.8M	2.73%	14
2023 Q3	$1.02B	Buy	49,574,862 +1,582,444	+3%	+$34M	2.69%	14
2023 Q2	$1.03B	Buy	47,992,418 +1,386,428	+3%	+$28M	2.6%	15
2023 Q1	$922M	Buy	46,605,990 +3,993,472	+9%	+$77.1M	2.45%	15
2022 Q4	$787M	Buy	42,612,518 +8,968,186	+27%	+$167M	2.25%	15
2022 Q3	$582M	Buy	33,644,332 +1,504,476	+5%	+$28.9M	1.9%	19
2022 Q2	$586M	Buy	32,139,856 +2,232,810	+7%	+$44.3M	1.79%	20
2022 Q1	$658M	Buy	29,907,046 +2,741,074	+10%	+$59.5M	1.76%	20
2021 Q4	$633M	Buy	27,165,972 +3,142,004	+13%	+$71.3M	1.68%	21
2021 Q3	$512M	Buy	24,023,968 +2,185,638	+10%	+$47.9M	1.51%	23
2021 Q2	$466M	Buy	21,838,330 +3,109,174	+17%	+$64.5M	1.35%	23
2021 Q1	$369M	Buy	18,729,156 +3,363,720	+22%	+$64.9M	1.15%	26
2020 Q4	$287M	Buy	15,365,436 +4,859,762	+46%	+$85.6M	0.98%	28
2020 Q3	$173M	Buy	10,505,674 +3,206,604	+44%	+$52.3M	0.69%	30
2020 Q2	$111M	Buy	7,299,070 +5,970,410	+449%	+$85.5M	0.48%	34
2020 Q1	$16.7M	Buy	1,328,660 +1,036,900	+355%	+$15.5M	0.09%	48
2019 Q4	$4.61M	Buy	291,760 +267,538	+1,105%	+$4.05M	0.02%	61
2019 Q3	$353K	Buy	24,222 +7,788	+47%	+$113K	﹤0.01%	110
2019 Q2	$237K	Buy	+16,434	New	+$233K	﹤0.01%	96
2019 Q1	–	Sell	-69,732	Closed	-$1.85M	–	111
2018 Q4	$1.85M	Buy	+69,732	New	+$923K	0.01%	67

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

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

FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Financial Engines Advisors's SCHK Position: Q2 2026 in Review

Financial Engines Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 3.9% in Q2 2026, selling an estimated $59M and leaving 41,923,365 shares worth $1.51B. The position accounts for 2.68% of the portfolio, ranked #15.

Financial Engines Advisors first reported a position in SCHK in Q4 2018 and has held it in 30 quarters since. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

Financial Engines Advisors held 41,923,365 shares of Schwab 1000 Index ETF worth $1.51B as of Q2 2026.
Financial Engines Advisors sold 1,689,886 Schwab 1000 Index ETF shares in Q2 2026, an estimated $59M.
Schwab 1000 Index ETF made up 2.68% of Financial Engines Advisors's portfolio in Q2 2026, its #15 holding.
Financial Engines Advisors first reported a position in Schwab 1000 Index ETF in Q4 2018 and has held it in 30 quarters since.
267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.