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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 – 942
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

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

Gemmer Asset Management's SCHK Position: Q2 2026 in Review

Gemmer Asset Management increased its Schwab 1000 Index ETF (SCHK) stake by 3% in Q2 2026, buying an estimated $41.9K and bringing the position to 41,222 shares worth $1.49M. The position accounts for 0.1% of the portfolio, ranked #66.

Gemmer Asset Management first reported a position in SCHK in Q3 2021 and has held it in 9 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Gemmer Asset Management held 41,222 shares of Schwab 1000 Index ETF worth $1.49M as of Q2 2026.
  • Gemmer Asset Management bought 1,200 Schwab 1000 Index ETF shares in Q2 2026, an estimated $41.9K.
  • Schwab 1000 Index ETF made up 0.1% of Gemmer Asset Management's portfolio in Q2 2026, its #66 holding.
  • Gemmer Asset Management first reported a position in Schwab 1000 Index ETF in Q3 2021 and has held it in 9 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Gemmer Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.