Focus Partners Advisor Solutions
SCHK icon

Focus Partners Advisor Solutions’s Schwab 1000 Index ETF SCHK Stock Holding History

Focus Partners Advisor Solutions’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 		$385K Buy
10,671
+1
+0% +$35 ﹤0.01% 913
2026
Q1 		$334K Sell
10,670
-1,135
-10% -$37.2K ﹤0.01% 930
2025
Q4 		$387K Buy
+11,805
New +$384K ﹤0.01% 806
2025
Q3 		– Sell
-8,807
Closed -$263K – 1268
2025
Q2 		$263K Buy
+8,807
New +$243K ﹤0.01% 919

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Armstrong Advisory Group
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Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 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
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
Waddell & Associates
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Plum Street Advisors
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

Focus Partners Advisor Solutions's SCHK Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Schwab 1000 Index ETF (SCHK) stake by 0.01% in Q2 2026, buying an estimated $35 and bringing the position to 10,671 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Focus Partners Advisor Solutions first reported a position in SCHK in Q2 2025 and has held it in 4 quarters since. The position peaked at $387K in Q4 2025. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Focus Partners Advisor Solutions held 10,671 shares of Schwab 1000 Index ETF worth $385K as of Q2 2026.
  • Focus Partners Advisor Solutions bought 1 Schwab 1000 Index ETF share in Q2 2026, an estimated $35.
  • Schwab 1000 Index ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #913 holding.
  • Focus Partners Advisor Solutions first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 4 quarters since.
  • Focus Partners Advisor Solutions's Schwab 1000 Index ETF position peaked at $387K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.