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GHP Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

GHP Investment 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 		$19.7K Sell
548
-281
-34% -$9.81K ﹤0.01% 716
2026
Q1 		$26K Buy
829
+2
+0.2% +$66 ﹤0.01% 652
2025
Q4 		$27.1K Hold
827
– – ﹤0.01% 605
2025
Q3 		$26.5K Buy
827
+42
+5% +$1.3K ﹤0.01% 595
2025
Q2 		$23.4K Sell
785
-1
-0.1% -$28 ﹤0.01% 605
2025
Q1 		$21.2K Sell
786
-186
-19% -$5.28K ﹤0.01% 595
2024
Q4 		$27.5K Buy
972
+4
+0.4% +$114 ﹤0.01% 563
2024
Q3 		$26.8K Buy
968
+16
+2% +$426 ﹤0.01% 585
2024
Q2 		$24.9K Buy
952
+58
+6% +$1.47K ﹤0.01% 568
2024
Q1 		$22.7K Buy
894
+102
+13% +$2.46K ﹤0.01% 568
2023
Q4 		$18.2K Buy
792
+350
+79% +$7.52K ﹤0.01% 588
2023
Q3 		$9.19K Buy
442
+90
+26% +$1.93K ﹤0.01% 712
2023
Q2 		$7.57K Sell
352
-266
-43% -$5.38K ﹤0.01% 726
2023
Q1 		$12.2K Sell
618
-158
-20% -$3.05K ﹤0.01% 647
2022
Q4 		$14.3K Hold
776
– – ﹤0.01% 629
2022
Q3 		$13K Sell
776
-324
-29% -$6.23K ﹤0.01% 637
2022
Q2 		$20K Sell
1,100
-590
-35% -$11.7K ﹤0.01% 579
2022
Q1 		$37K Buy
+1,690
New +$36.7K ﹤0.01% 541

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

GHP Investment Advisors's SCHK Position: Q2 2026 in Review

GHP Investment Advisors reduced its Schwab 1000 Index ETF (SCHK) stake by 34% in Q2 2026, selling an estimated $9.81K and leaving 548 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

GHP Investment Advisors first reported a position in SCHK in Q1 2022 and has held it in 18 quarters since. The position peaked at $37K in Q1 2022. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • GHP Investment Advisors held 548 shares of Schwab 1000 Index ETF worth $19.7K as of Q2 2026.
  • GHP Investment Advisors sold 281 Schwab 1000 Index ETF shares in Q2 2026, an estimated $9.81K.
  • Schwab 1000 Index ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #716 holding.
  • GHP Investment Advisors first reported a position in Schwab 1000 Index ETF in Q1 2022 and has held it in 18 quarters since.
  • GHP Investment Advisors's Schwab 1000 Index ETF position peaked at $37K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.