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Foundation Wealth Management (Pennsylvania)’s Schwab 1000 Index ETF SCHK Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$404K Buy
+11,206
New +$391K 0.12% 71

Other funds holding SCHK

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LWMT
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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
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s SCHK Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 11,206 shares worth $404K. The stake represents 0.12% of the portfolio and ranks #71 among its holdings.

128 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 11,206 shares of Schwab 1000 Index ETF worth $404K as of Q2 2026.
  • Schwab 1000 Index ETF was a new Foundation Wealth Management (Pennsylvania) position in Q2 2026.
  • Schwab 1000 Index ETF made up 0.12% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #71 holding.
  • 128 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.