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 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 $49.2B AUM 14.31% 1-Year Est. Return

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

Creative Planning

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

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

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

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

Focus Partners Wealth

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