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Holistic Planning’s Schwab 1000 Index ETF SCHK Stock Holding History

Holistic Planning’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 		$236K Hold
6,542
– – 0.04% 307
2026
Q1 		$205K Hold
6,542
– – 0.04% 288
2025
Q4 		$215K Hold
6,542
– – 0.05% 261
2025
Q3 		$210K Buy
+6,542
New +$202K 0.06% 221

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

Holistic Planning's SCHK Position: Q2 2026 in Review

Holistic Planning held its Schwab 1000 Index ETF (SCHK) position steady in Q2 2026 at 6,542 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #307.

Holistic Planning first reported a position in SCHK in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Holistic Planning held 6,542 shares of Schwab 1000 Index ETF worth $236K as of Q2 2026.
  • Holistic Planning left its Schwab 1000 Index ETF share count unchanged in Q2 2026.
  • Schwab 1000 Index ETF made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #307 holding.
  • Holistic Planning first reported a position in Schwab 1000 Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.