Focus Partners Wealth
SCHK icon

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

Focus Partners Wealth’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 		$20.7M Buy
573,808
+96,267
+20% +$3.36M 0.02% 505
2026
Q1 		$15M Buy
477,541
+231
+0% +$7.57K 0.02% 587
2025
Q4 		$15.7M Sell
477,310
-619
-0.1% -$20.1K 0.02% 553
2025
Q3 		$15.4M Sell
477,929
-2,419
-0.5% -$74.9K 0.02% 456
2025
Q2 		$14.3M Sell
480,348
-5,194
-1% -$143K 0.03% 430
2025
Q1 		$13.1M Sell
485,542
-16,591
-3% -$471K 0.03% 420
2024
Q4 		$14.2M Sell
502,133
-1,949
-0.4% -$55.5K 0.04% 386
2024
Q3 		$13.9M Buy
504,082
+11,048
+2% +$294K 0.04% 341
2024
Q2 		$12.9M Sell
493,034
-29,984
-6% -$757K 0.04% 319
2024
Q1 		$13.3M Sell
523,018
-16,870
-3% -$406K 0.11% 186
2023
Q4 		$12.4M Buy
+539,888
New +$11.6M 0.16% 133

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
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
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
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Focus Partners Wealth's SCHK Position: Q2 2026 in Review

Focus Partners Wealth increased its Schwab 1000 Index ETF (SCHK) stake by 20% in Q2 2026, buying an estimated $3.36M and bringing the position to 573,808 shares worth $20.7M. The position accounts for 0.02% of the portfolio, ranked #505.

Focus Partners Wealth first reported a position in SCHK in Q4 2023 and has held it in 11 quarters since. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Focus Partners Wealth held 573,808 shares of Schwab 1000 Index ETF worth $20.7M as of Q2 2026.
  • Focus Partners Wealth bought 96,267 Schwab 1000 Index ETF shares in Q2 2026, an estimated $3.36M.
  • Schwab 1000 Index ETF made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #505 holding.
  • Focus Partners Wealth first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.