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Focus Financial Network’s Schwab 1000 Index ETF SCHK Stock Holding History

Focus Financial Network’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
2024
Q4 		– Sell
-13,616
Closed -$376K – 699
2024
Q3 		$376K Buy
13,616
+354
+3% +$9.42K 0.02% 483
2024
Q2 		$356K Buy
13,262
+2,388
+22% +$60.3K 0.02% 484
2024
Q1 		$262K Sell
10,874
-5,810
-35% -$140K 0.01% 525
2023
Q4 		$384K Buy
16,684
+24
+0.1% +$516 0.01% 514
2023
Q3 		$344K Sell
16,660
-12,708
-43% -$273K 0.02% 428
2023
Q2 		$628K Buy
29,368
+1,148
+4% +$23.2K 0.03% 315
2023
Q1 		$558K Buy
28,220
+5,150
+22% +$99.5K 0.03% 334
2022
Q4 		$426K Buy
23,070
+462
+2% +$8.59K 0.03% 315
2022
Q3 		$391K Buy
22,608
+2,712
+14% +$52.2K 0.03% 323
2022
Q2 		$363K Buy
19,896
+204
+1% +$4.05K 0.03% 348
2022
Q1 		$434K Buy
+19,692
New +$427K 0.03% 325

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 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
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Focus Financial Network's SCHK Position: Q4 2024 in Review

Focus Financial Network sold out of Schwab 1000 Index ETF (SCHK) in Q4 2024, closing a stake of 13,616 shares — an estimated $376K sold.

Focus Financial Network first reported a position in SCHK in Q1 2022 and held it in 11 quarters. The position peaked at $628K in Q2 2023. 189 funds tracked by Wall St. Rank hold SCHK as of Q4 2024.

  • Focus Financial Network reported no remaining Schwab 1000 Index ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Financial Network sold 13,616 Schwab 1000 Index ETF shares in Q4 2024, an estimated $376K.
  • Focus Financial Network first reported a position in Schwab 1000 Index ETF in Q1 2022 and held it in 11 quarters.
  • Focus Financial Network's Schwab 1000 Index ETF position peaked at $628K in Q2 2023.
  • 189 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2024.

Based on Focus Financial Network's 13F filing for Q4 2024, filed 29 Jan 2025.