Game Plan Financial Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Game Plan Financial Advisors’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 Q1	$5.86K	Sell	187 -15	-7%	-$491	﹤0.01%	228
2025 Q4	$6.63K	Hold	202	–	–	﹤0.01%	226
2025 Q3	$6.49K	Hold	202	–	–	﹤0.01%	235
2025 Q2	$6.02K	Hold	202	–	–	﹤0.01%	244
2025 Q1	$5.44K	Hold	202	–	–	﹤0.01%	247
2024 Q4	$5.72K	Hold	202	–	–	﹤0.01%	256
2024 Q3	$5.58K	Hold	202	–	–	﹤0.01%	268
2024 Q2	$5.29K	Hold	202	–	–	﹤0.01%	265
2024 Q1	$5.12K	Hold	202	–	–	﹤0.01%	304
2023 Q4	$4.65K	Buy	+202	New	+$4.34K	﹤0.01%	295

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Game Plan Financial Advisors's SCHK Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 7.4% in Q1 2026, selling an estimated $491 and leaving 187 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Game Plan Financial Advisors first reported a position in SCHK in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.63K in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Game Plan Financial Advisors held 187 shares of Schwab 1000 Index ETF worth $5.86K as of Q1 2026.
Game Plan Financial Advisors sold 15 Schwab 1000 Index ETF shares in Q1 2026, an estimated $491.
Schwab 1000 Index ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #228 holding.
Game Plan Financial Advisors first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 10 quarters since.
Game Plan Financial Advisors's Schwab 1000 Index ETF position peaked at $6.63K in Q4 2025.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.