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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
Q2 		$6.74K Hold
187
– – ﹤0.01% 252
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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Game Plan Financial Advisors's SCHK Position: Q2 2026 in Review

Game Plan Financial Advisors held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 187 shares worth $6.74K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Game Plan Financial Advisors first reported a position in SCHK in Q4 2023 and has held it in 11 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Game Plan Financial Advisors held 187 shares of Schwab 1000 Index ETF worth $6.74K as of Q2 2026.
  • Game Plan Financial Advisors left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #252 holding.
  • Game Plan Financial Advisors first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 11 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.