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HeadInvest LLC’s Schwab 1000 Index ETF SCHK Stock Holding History

HeadInvest LLC’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
2025
Q4 		– Sell
-15,794
Closed -$507K – 220
2025
Q3 		$507K Hold
15,794
– – 0.1% 142
2025
Q2 		$471K Hold
15,794
– – 0.1% 144
2025
Q1 		$425K Buy
+15,794
New +$449K 0.08% 158

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
WIM
Warwick Investment Management Bryan, Texas $891M AUM 22.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

HeadInvest LLC's SCHK Position: Q4 2025 in Review

HeadInvest LLC sold out of Schwab 1000 Index ETF (SCHK) in Q4 2025, closing a stake of 15,794 shares — an estimated $507K sold.

HeadInvest LLC first reported a position in SCHK in Q1 2025 and held it in 3 quarters. The position peaked at $507K in Q3 2025. 234 funds tracked by Wall St. Rank hold SCHK as of Q4 2025.

  • HeadInvest LLC reported no remaining Schwab 1000 Index ETF position as of Q4 2025 after selling out during the quarter.
  • HeadInvest LLC sold 15,794 Schwab 1000 Index ETF shares in Q4 2025, an estimated $507K.
  • HeadInvest LLC first reported a position in Schwab 1000 Index ETF in Q1 2025 and held it in 3 quarters.
  • HeadInvest LLC's Schwab 1000 Index ETF position peaked at $507K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q4 2025.

Based on HeadInvest LLC's 13F filing for Q4 2025, filed 2 Feb 2026.