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Integrated Wealth Concepts’s Schwab 1000 Index ETF SCHK Stock Holding History

Integrated Wealth Concepts’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 		$348K Buy
11,114
+4,706
+73% +$154K ﹤0.01% 1767
2025
Q4 		$210K Sell
6,408
-2,107
-25% -$68.6K ﹤0.01% 1503
2025
Q3 		$273K Sell
8,515
-1,993
-19% -$61.7K ﹤0.01% 1679
2025
Q2 		$313K Buy
10,508
+1,896
+22% +$52.3K ﹤0.01% 1526
2025
Q1 		$232K Buy
+8,612
New +$245K ﹤0.01% 1547

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

Integrated Wealth Concepts's SCHK Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Schwab 1000 Index ETF (SCHK) stake by 73% in Q1 2026, buying an estimated $154K and bringing the position to 11,114 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Integrated Wealth Concepts first reported a position in SCHK in Q1 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Integrated Wealth Concepts held 11,114 shares of Schwab 1000 Index ETF worth $348K as of Q1 2026.
  • Integrated Wealth Concepts bought 4,706 Schwab 1000 Index ETF shares in Q1 2026, an estimated $154K.
  • Schwab 1000 Index ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1767 holding.
  • Integrated Wealth Concepts first reported a position in Schwab 1000 Index ETF in Q1 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.