IFP Advisors
SCHK icon

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

IFP 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
Q3 		$165K Buy
4,488
+455
+11% +$16.7K ﹤0.01% 1658
2026
Q2 		$145K Buy
4,033
+141
+4% +$4.92K ﹤0.01% 1730
2026
Q1 		$122K Buy
3,892
+1
+0% +$33 ﹤0.01% 1707
2025
Q4 		$128K Buy
3,891
+382
+11% +$12.4K ﹤0.01% 1640
2025
Q3 		$113K Hold
3,509
– – ﹤0.01% 1610
2025
Q2 		$105K Sell
3,509
-250
-7% -$6.89K ﹤0.01% 1609
2025
Q1 		$101K Hold
3,759
– – ﹤0.01% 1520
2024
Q4 		$106K Sell
3,759
-1
-0% -$28 ﹤0.01% 1441
2024
Q3 		$104K Buy
3,760
+3,100
+470% +$82.5K ﹤0.01% 1388
2024
Q2 		$17.3K Hold
660
– – ﹤0.01% 2149
2024
Q1 		$16.7K Hold
660
– – ﹤0.01% 2059
2023
Q4 		$15.2K Sell
660
-38,598
-98% -$829K ﹤0.01% 2025
2023
Q3 		$811K Sell
39,258
-13,094
-25% -$281K 0.04% 451
2023
Q2 		$1.12M Buy
52,352
+10,568
+25% +$214K 0.05% 396
2023
Q1 		$564K Buy
41,784
+10,476
+33% +$202K 0.02% 560
2022
Q4 		$417K Buy
31,308
+30,648
+4,644% +$570K 0.01% 974
2022
Q3 		$9K Hold
660
– – ﹤0.01% 3729
2022
Q2 		$9K Hold
660
– – ﹤0.01% 3483
2022
Q1 		$9K Hold
660
– – ﹤0.01% 3481
2021
Q4 		$15K Hold
660
– – ﹤0.01% 2079
2021
Q3 		$14K Sell
660
-10,566
-94% -$231K ﹤0.01% 2145
2021
Q2 		$239K Buy
11,226
+10,502
+1,451% +$218K ﹤0.01% 822
2021
Q1 		$14K Sell
724
-106
-13% -$2.05K ﹤0.01% 2007
2020
Q4 		$16K Sell
830
-60
-7% -$1.06K ﹤0.01% 1878
2020
Q3 		$15K Sell
890
-64
-7% -$1.04K ﹤0.01% 1761
2020
Q2 		$14K Hold
954
– – ﹤0.01% 1701
2020
Q1 		$12K Hold
954
– – ﹤0.01% 1706
2019
Q4 		$15K Hold
954
– – ﹤0.01% 1756
2019
Q3 		$14K Buy
+954
New +$13.9K ﹤0.01% 1925
2019
Q1 		– Sell
-1,124
Closed -$14K – 3248
2018
Q4 		$14K Buy
+1,124
New +$14.9K ﹤0.01% 2337

Other funds holding SCHK

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Warwick Investment Management
Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $165M AUM 13.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Blake Schutter Theil Wealth Advisors
Blake Schutter Theil Wealth Advisors Dayton, Ohio $145M AUM 13.5% 1-Year Est. Return
Cornerstone Advisors Asset Management
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $902M AUM 8.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors's SCHK Position: Q3 2026 in Review

IFP Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 11% in Q3 2026, buying an estimated $16.7K and bringing the position to 4,488 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

IFP Advisors first reported a position in SCHK in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.12M in Q2 2023. 155 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • IFP Advisors held 4,488 shares of Schwab 1000 Index ETF worth $165K as of Q3 2026.
  • IFP Advisors bought 455 Schwab 1000 Index ETF shares in Q3 2026, an estimated $16.7K.
  • Schwab 1000 Index ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1658 holding.
  • IFP Advisors first reported a position in Schwab 1000 Index ETF in Q4 2018 and has held it in 30 quarters since.
  • IFP Advisors's Schwab 1000 Index ETF position peaked at $1.12M in Q2 2023.
  • 155 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.