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Guardian Wealth Advisors (North Carolina)’s Schwab 1000 Index ETF SCHK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$2.4M Sell
76,590
-3,305
-4% -$108K 0.15% 94
2025
Q4 		$2.62M Buy
79,895
+4,770
+6% +$155K 0.16% 85
2025
Q3 		$2.41M Sell
75,125
-1,715
-2% -$53.1K 0.16% 88
2025
Q2 		$2.29M Buy
76,840
+1,140
+2% +$31.4K 0.16% 89
2025
Q1 		$2.04M Sell
75,700
-3,132
-4% -$88.9K 0.16% 86
2024
Q4 		$2.23M Buy
78,832
+5,050
+7% +$144K 0.18% 81
2024
Q3 		$2.04M Sell
73,782
-1,024
-1% -$27.3K 0.22% 64
2024
Q2 		$1.96M Buy
74,806
+6,406
+9% +$162K 0.23% 62
2024
Q1 		$1.73M Buy
68,400
+16,092
+31% +$387K 0.21% 69
2023
Q4 		$1.2M Buy
52,308
+22,648
+76% +$487K 0.18% 77
2023
Q3 		$612K Buy
29,660
+6,536
+28% +$140K 0.1% 106
2023
Q2 		$495K Buy
23,124
+6,054
+35% +$122K 0.08% 125
2023
Q1 		$338K Buy
17,070
+1,850
+12% +$35.7K 0.06% 157
2022
Q4 		$281K Buy
15,220
+7,240
+91% +$135K 0.05% 157
2022
Q3 		$138K Buy
7,980
+7,100
+807% +$137K 0.03% 199
2022
Q2 		$16K Buy
880
+300
+52% +$5.96K ﹤0.01% 274
2022
Q1 		$13K Buy
580
+500
+625% +$10.8K 0.01% 210
2021
Q4 		$2K Buy
+80
New +$1.81K ﹤0.01% 233

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SCHK Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Schwab 1000 Index ETF (SCHK) stake by 4.1% in Q1 2026, selling an estimated $108K and leaving 76,590 shares worth $2.4M. The position accounts for 0.15% of the portfolio, ranked #94.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHK in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.62M in Q4 2025. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 76,590 shares of Schwab 1000 Index ETF worth $2.4M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 3,305 Schwab 1000 Index ETF shares in Q1 2026, an estimated $108K.
  • Schwab 1000 Index ETF made up 0.15% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #94 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Schwab 1000 Index ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Schwab 1000 Index ETF position peaked at $2.62M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.