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Grantvest Financial Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Grantvest Financial Group’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 		$225K Buy
+6,243
New +$218K 0.13% 177
2026
Q1 		– Sell
-6,765
Closed -$222K – 174
2025
Q4 		$222K Sell
6,765
-16
-0.2% -$521 0.14% 153
2025
Q3 		$218K Buy
6,781
+4
+0.1% +$124 0.15% 145
2025
Q2 		$202K Buy
+6,777
New +$187K 0.15% 137

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

Grantvest Financial Group's SCHK Position: Q2 2026 in Review

Grantvest Financial Group opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 6,243 shares worth $225K. The stake represents 0.13% of the portfolio and ranks #177 among its holdings. This is a return to the name: Grantvest Financial Group previously reported a position in SCHK as recently as Q4 2025.

Grantvest Financial Group first reported a position in SCHK in Q2 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Grantvest Financial Group held 6,243 shares of Schwab 1000 Index ETF worth $225K as of Q2 2026.
  • Schwab 1000 Index ETF was a new Grantvest Financial Group position in Q2 2026.
  • Schwab 1000 Index ETF made up 0.13% of Grantvest Financial Group's portfolio in Q2 2026, its #177 holding.
  • Grantvest Financial Group first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.