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
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 – 3957
2023
Q4 		$997K Buy
+43,298
New +$930K ﹤0.01% 1840

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return