Glen Eagle Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Glen Eagle 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	$1.27K	Buy	41 +1	+3%	+$33	﹤0.01%	899
2025 Q4	$1.32K	Hold	40	–	–	﹤0.01%	933
2025 Q3	$1.29K	Hold	40	–	–	﹤0.01%	966
2025 Q2	$1.2K	Hold	40	–	–	﹤0.01%	910
2025 Q1	$1.08K	Hold	40	–	–	﹤0.01%	921
2024 Q4	$1.13K	Hold	40	–	–	﹤0.01%	951
2024 Q3	$1.1K	Hold	40	–	–	﹤0.01%	988
2024 Q2	$1.03K	Hold	40	–	–	﹤0.01%	997
2024 Q1	$1K	Hold	40	–	–	﹤0.01%	983
2023 Q4	$908	Hold	40	–	–	﹤0.01%	937
2023 Q3	$811	Hold	40	–	–	﹤0.01%	946
2023 Q2	$838	Buy	40 +2	+5%	+$40	﹤0.01%	972
2023 Q1	$771	Hold	38	–	–	﹤0.01%	971
2022 Q4	$717	Hold	38	–	–	﹤0.01%	1050
2022 Q3	$669	Hold	38	–	–	﹤0.01%	1004
2022 Q2	$702	Hold	38	–	–	﹤0.01%	923
2022 Q1	$844	Hold	38	–	–	﹤0.01%	879
2021 Q4	$891	Hold	38	–	–	﹤0.01%	867
2021 Q3	$812	Buy	+38	New	+$832	﹤0.01%	993

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Creative Planning

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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