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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
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 $49.2B AUM 14.31% 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 $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
PSA
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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Global Retirement Partners's SCHK Position: Q4 2025 in Review

Global Retirement Partners increased its Schwab 1000 Index ETF (SCHK) stake by 163,750% in Q4 2025, buying an estimated $107K and bringing the position to 3,277 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Global Retirement Partners first reported a position in SCHK in Q1 2024 and has held it in 7 quarters since. 234 funds tracked by Wall St. Rank hold SCHK as of Q4 2025.

  • Global Retirement Partners held 3,277 shares of Schwab 1000 Index ETF worth $107K as of Q4 2025.
  • Global Retirement Partners bought 3,275 Schwab 1000 Index ETF shares in Q4 2025, an estimated $107K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1864 holding.
  • Global Retirement Partners first reported a position in Schwab 1000 Index ETF in Q1 2024 and has held it in 7 quarters since.
  • 234 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.