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International Assets Investment Management’s Schwab 1000 Index ETF SCHK Stock Holding History

International Assets Investment Management’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 		$43.8K Buy
+1,216
New +$42.5K ﹤0.01% 1363
2024
Q4 		– Sell
-215,244
Closed -$3.12K – 1712
2024
Q3 		$3.12K Buy
215,244
+214,170
+19,941% +$5.7M 0.01% 731
2024
Q2 		$28.1K Buy
+1,074
New +$27.1K ﹤0.01% 1373
2023
Q2 		– Sell
-1,074
Closed -$21.2K – 872
2023
Q1 		$21.2K Buy
+1,074
New +$20.7K ﹤0.01% 786
2021
Q2 		– Sell
-5,220
Closed -$125K – 1636
2021
Q1 		$125K Buy
5,220
+4,610
+756% +$89K 0.01% 641
2020
Q4 		$11K Buy
+610
New +$10.7K ﹤0.01% 1399

Other funds holding SCHK

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
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
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DACG
Donor Advised Charitable Giving San Francisco, California $4.49B AUM 26.39% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

International Assets Investment Management's SCHK Position: Q2 2026 in Review

International Assets Investment Management opened a new position in Schwab 1000 Index ETF (SCHK) in Q2 2026: 1,216 shares worth $43.8K. The stake represents ﹤0.01% of the portfolio and ranks #1363 among its holdings. This is a return to the name: International Assets Investment Management previously reported a position in SCHK as recently as Q3 2024.

International Assets Investment Management first reported a position in SCHK in Q4 2020 and has held it in 6 quarters since. The position peaked at $125K in Q1 2021. 115 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • International Assets Investment Management held 1,216 shares of Schwab 1000 Index ETF worth $43.8K as of Q2 2026.
  • Schwab 1000 Index ETF was a new International Assets Investment Management position in Q2 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1363 holding.
  • International Assets Investment Management first reported a position in Schwab 1000 Index ETF in Q4 2020 and has held it in 6 quarters since.
  • International Assets Investment Management's Schwab 1000 Index ETF position peaked at $125K in Q1 2021.
  • 115 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.