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 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

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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

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