HighTower Advisors
SCHK icon

HighTower Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

HighTower 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 		$1.37M Buy
37,873
+4,348
+13% +$152K ﹤0.01% 2042
2026
Q1 		$1.05M Buy
33,525
+3,253
+11% +$107K ﹤0.01% 2149
2025
Q4 		$993K Buy
30,272
+1,292
+4% +$42K ﹤0.01% 2118
2025
Q3 		$931K Buy
28,980
+3,313
+13% +$103K ﹤0.01% 2159
2025
Q2 		$765K Buy
25,667
+2,357
+10% +$65K ﹤0.01% 2203
2025
Q1 		$628K Buy
23,310
+12,813
+122% +$364K ﹤0.01% 2287
2024
Q4 		$297K Sell
10,497
-731
-7% -$20.8K ﹤0.01% 2893
2024
Q3 		$311K Buy
11,228
+3,024
+37% +$80.5K ﹤0.01% 2794
2024
Q2 		$213K Buy
+8,204
New +$207K ﹤0.01% 2987
2024
Q1 		– Sell
-43,298
Closed -$997K – 3955
2023
Q4 		$997K Buy
+43,298
New +$930K ﹤0.01% 1840

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

HighTower Advisors's SCHK Position: Q2 2026 in Review

HighTower Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 13% in Q2 2026, buying an estimated $152K and bringing the position to 37,873 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

HighTower Advisors first reported a position in SCHK in Q4 2023 and has held it in 10 quarters since. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • HighTower Advisors held 37,873 shares of Schwab 1000 Index ETF worth $1.37M as of Q2 2026.
  • HighTower Advisors bought 4,348 Schwab 1000 Index ETF shares in Q2 2026, an estimated $152K.
  • Schwab 1000 Index ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2042 holding.
  • HighTower Advisors first reported a position in Schwab 1000 Index ETF in Q4 2023 and has held it in 10 quarters since.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.