Gemmer Asset Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Gemmer Asset Management’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	$1.49M	Buy	41,222 +1,200	+3%	+$41.9K	0.1%	66
2026 Q1	$1.25M	Buy	40,022 +6,571	+20%	+$215K	0.1%	71
2025 Q4	$1.1M	Buy	33,451 +2,659	+9%	+$86.5K	0.08%	81
2025 Q3	$989K	Buy	30,792 +1,858	+6%	+$57.5K	0.08%	79
2025 Q2	$863K	Buy	28,934 +10,686	+59%	+$295K	0.08%	84
2025 Q1	$491K	Buy	+18,248	New	+$518K	0.05%	99
2022 Q2	–	Sell	-1,944	Closed	-$42K	–	943
2022 Q1	$42K	Buy	1,944 +4	+0.2%	+$87	0.01%	304
2021 Q4	$45K	Buy	1,940 +1,740	+870%	+$39.5K	0.01%	302
2021 Q3	$4K	Buy	+200	New	+$4.38K	﹤0.01%	1064

Other funds holding SCHK

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

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

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

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 $59.6B AUM 29.42% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return