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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
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% 3483
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

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

IFP Advisors's SCHK Position: Q2 2026 in Review

IFP Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 3.6% in Q2 2026, buying an estimated $4.92K and bringing the position to 4,033 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1730.

IFP Advisors first reported a position in SCHK in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.12M in Q2 2023. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • IFP Advisors held 4,033 shares of Schwab 1000 Index ETF worth $145K as of Q2 2026.
  • IFP Advisors bought 141 Schwab 1000 Index ETF shares in Q2 2026, an estimated $4.92K.
  • Schwab 1000 Index ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1730 holding.
  • IFP Advisors first reported a position in Schwab 1000 Index ETF in Q4 2018 and has held it in 29 quarters since.
  • IFP Advisors's Schwab 1000 Index ETF position peaked at $1.12M in Q2 2023.
  • 267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.