GRP
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Global Retirement Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Global Retirement Partners’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 		$124K Buy
+3,439
New +$120K ﹤0.01% 1916
2025
Q4 		$107K Buy
3,277
+3,275
+163,750% +$107K ﹤0.01% 1864
2025
Q3 		$64 Hold
2
– – ﹤0.01% 3815
2025
Q2 		$60 Buy
+2
New +$55 ﹤0.01% 3743
2024
Q4 		$57 Hold
2
– – ﹤0.01% 3578
2024
Q3 		$55 Hold
2
– – ﹤0.01% 3438
2024
Q2 		$52 Hold
2
– – ﹤0.01% 3485
2024
Q1 		$51 Buy
+2
New +$48 ﹤0.01% 3328

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 $1.66B AUM 13.15% 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

Global Retirement Partners's SCHK Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 3,439 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #1916 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SCHK as recently as Q4 2025.

Global Retirement Partners first reported a position in SCHK in Q1 2024 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Global Retirement Partners held 3,439 shares of Schwab 1000 Index ETF worth $124K as of Q2 2026.
  • Schwab 1000 Index ETF was a new Global Retirement Partners position in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1916 holding.
  • Global Retirement Partners first reported a position in Schwab 1000 Index ETF in Q1 2024 and has held it in 8 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.