FreeGulliver LLC
SCHK icon

FreeGulliver LLC’s Schwab 1000 Index ETF SCHK Stock Holding History

FreeGulliver LLC’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
Q3 		$17.7M Sell
481,650
-1,383
-0.3% -$50.7K 8.02% 3
2026
Q2 		$17.4M Buy
483,033
+336,347
+229% +$11.7M 6.14% 4
2026
Q1 		$4.6M Buy
146,686
+69,645
+90% +$2.28M 1.94% 13
2025
Q4 		$2.53M Buy
+77,041
New +$2.51M 0.93% 17

Other funds holding SCHK

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blake Schutter Theil Wealth Advisors
Blake Schutter Theil Wealth Advisors Dayton, Ohio $145M AUM 13.5% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FreeGulliver LLC's SCHK Position: Q3 2026 in Review

FreeGulliver LLC reduced its Schwab 1000 Index ETF (SCHK) stake by 0.29% in Q3 2026, selling an estimated $50.7K and leaving 481,650 shares worth $17.7M. The position accounts for 8.02% of the portfolio, ranked #3.

FreeGulliver LLC first reported a position in SCHK in Q4 2025 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • FreeGulliver LLC held 481,650 shares of Schwab 1000 Index ETF worth $17.7M as of Q3 2026.
  • FreeGulliver LLC sold 1,383 Schwab 1000 Index ETF shares in Q3 2026, an estimated $50.7K.
  • Schwab 1000 Index ETF made up 8.02% of FreeGulliver LLC's portfolio in Q3 2026, its #3 holding.
  • FreeGulliver LLC first reported a position in Schwab 1000 Index ETF in Q4 2025 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on FreeGulliver LLC's 13F filing for Q3 2026, filed 10 Nov 2026.