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Heartwood Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Heartwood Wealth Advisors’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 		$715K Buy
19,817
+4,234
+27% +$148K 0.06% 119
2026
Q1 		$488K Buy
15,583
+1,336
+9% +$43.8K 0.04% 135
2025
Q4 		$467K Hold
14,247
– – 0.04% 122
2025
Q3 		$458K Buy
14,247
+2,306
+19% +$71.4K 0.04% 122
2025
Q2 		$356K Buy
+11,941
New +$329K 0.04% 132

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
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
WA
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Heartwood Wealth Advisors's SCHK Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 27% in Q2 2026, buying an estimated $148K and bringing the position to 19,817 shares worth $715K. The position accounts for 0.06% of the portfolio, ranked #119.

Heartwood Wealth Advisors first reported a position in SCHK in Q2 2025 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Heartwood Wealth Advisors held 19,817 shares of Schwab 1000 Index ETF worth $715K as of Q2 2026.
  • Heartwood Wealth Advisors bought 4,234 Schwab 1000 Index ETF shares in Q2 2026, an estimated $148K.
  • Schwab 1000 Index ETF made up 0.06% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #119 holding.
  • Heartwood Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.