Hantz Financial Services’s Schwab 1000 Index ETF SCHK Stock Holding History

Hantz Financial Services’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	$2K	Buy	+71	New	+$2.33K	﹤0.01%	2302
2025 Q4	–	Sell	-96	Closed	-$3K	–	2527
2025 Q3	$3K	Hold	96	–	–	﹤0.01%	2121
2025 Q2	$3K	Hold	96	–	–	﹤0.01%	1913
2025 Q1	$3K	Hold	96	–	–	﹤0.01%	1312
2024 Q4	$3K	Hold	96	–	–	﹤0.01%	955
2024 Q3	$3K	Hold	96	–	–	﹤0.01%	933
2024 Q2	$3K	Hold	96	–	–	﹤0.01%	926
2024 Q1	$2K	Hold	96	–	–	﹤0.01%	1077
2023 Q4	$2K	Hold	96	–	–	﹤0.01%	1042
2023 Q3	$2K	Hold	96	–	–	﹤0.01%	1035
2023 Q2	$2K	Hold	96	–	–	﹤0.01%	999
2023 Q1	$2K	Sell	96 -4	-4%	-$77	﹤0.01%	1008
2022 Q4	$2K	Buy	100 +4	+4%	+$74	﹤0.01%	980
2022 Q3	$2K	Hold	96	–	–	﹤0.01%	976
2022 Q2	$2K	Hold	96	–	–	﹤0.01%	947
2022 Q1	$2K	Hold	96	–	–	﹤0.01%	963
2021 Q4	$2K	Hold	96	–	–	﹤0.01%	814
2021 Q3	$2K	Hold	96	–	–	﹤0.01%	774
2021 Q2	$2K	Buy	+96	New	+$1.99K	﹤0.01%	763

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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