HB Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

HB Wealth Management’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	$505K	Hold	14,010	–	–	﹤0.01%	1106
2026 Q1	$439K	Hold	14,010	–	–	﹤0.01%	1038
2025 Q4	$460K	Hold	14,010	–	–	﹤0.01%	936
2025 Q3	$450K	Buy	14,010 +210	+2%	+$6.5K	﹤0.01%	907
2025 Q2	$412K	Sell	13,800 -210	-1%	-$5.79K	﹤0.01%	817
2025 Q1	$377K	Hold	14,010	–	–	﹤0.01%	873
2024 Q4	$397K	Hold	14,010	–	–	﹤0.01%	705
2024 Q3	$387K	Hold	14,010	–	–	﹤0.01%	673
2024 Q2	$367K	Hold	14,010	–	–	﹤0.01%	639
2024 Q1	$355K	Hold	14,010	–	–	﹤0.01%	599
2023 Q4	$323K	Buy	14,010 +10	+0.1%	+$215	﹤0.01%	590
2023 Q3	$289K	Hold	14,000	–	–	﹤0.01%	580
2023 Q2	$300K	Sell	14,000 -72	-0.5%	-$1.46K	﹤0.01%	545
2023 Q1	$278K	Buy	14,072 +272	+2%	+$5.25K	﹤0.01%	553
2022 Q4	$255K	Hold	13,800	–	–	﹤0.01%	566
2022 Q3	$239K	Sell	13,800 -550	-4%	-$10.6K	0.01%	495
2022 Q2	$262K	Hold	14,350	–	–	0.01%	472
2022 Q1	$316K	Buy	+14,350	New	+$311K	0.01%	439

Other funds holding SCHK

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HB Wealth Management's SCHK Position: Q2 2026 in Review

HB Wealth Management held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 14,010 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

HB Wealth Management first reported a position in SCHK in Q1 2022 and has held it in 18 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

HB Wealth Management held 14,010 shares of Schwab 1000 Index ETF worth $505K as of Q2 2026.
HB Wealth Management left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
Schwab 1000 Index ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1106 holding.
HB Wealth Management first reported a position in Schwab 1000 Index ETF in Q1 2022 and has held it in 18 quarters since.
268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.