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Glassman Wealth Services’s Schwab 1000 Index ETF SCHK Stock Holding History

Glassman Wealth Services’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
2025
Q4 		– Sell
-2
Closed -$64 – 200
2025
Q3 		$64 Hold
2
– – ﹤0.01% 184
2025
Q2 		$60 Hold
2
– – ﹤0.01% 180
2025
Q1 		$54 Hold
2
– – ﹤0.01% 209
2024
Q4 		$57 Hold
2
– – ﹤0.01% 174
2024
Q3 		$55 Hold
2
– – ﹤0.01% 179
2024
Q2 		$52 Hold
2
– – ﹤0.01% 190
2024
Q1 		$51 Hold
2
– – ﹤0.01% 202
2023
Q4 		$46 Hold
2
– – ﹤0.01% 1948
2023
Q3 		$41 Hold
2
– – ﹤0.01% 1981
2023
Q2 		$43 Hold
2
– – ﹤0.01% 1896
2023
Q1 		$40 Hold
2
– – ﹤0.01% 1886
2022
Q4 		$37 Hold
2
– – ﹤0.01% 1904
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1936
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1954
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1908
2021
Q4 		$0 Hold
2
– – ﹤0.01% 1874
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1779
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1620
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1608
2020
Q4 		$0 Buy
+2
New +$35 ﹤0.01% 1496

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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

Glassman Wealth Services's SCHK Position: Q4 2025 in Review

Glassman Wealth Services sold out of Schwab 1000 Index ETF (SCHK) in Q4 2025, closing a stake of 2 shares — an estimated $64 sold.

Glassman Wealth Services first reported a position in SCHK in Q4 2020 and held it in 20 quarters. The position peaked at $64 in Q3 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q4 2025.

  • Glassman Wealth Services reported no remaining Schwab 1000 Index ETF position as of Q4 2025 after selling out during the quarter.
  • Glassman Wealth Services sold 2 Schwab 1000 Index ETF shares in Q4 2025, an estimated $64.
  • Glassman Wealth Services first reported a position in Schwab 1000 Index ETF in Q4 2020 and held it in 20 quarters.
  • Glassman Wealth Services's Schwab 1000 Index ETF position peaked at $64 in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2025.

Based on Glassman Wealth Services's 13F filing for Q4 2025, filed 28 Jan 2026.