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Ironwood Financial’s Schwab 1000 Index ETF SCHK Stock Holding History

Ironwood Financial’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 		$309K Sell
8,547
-205
-2% -$7.16K 0.05% 147
2026
Q1 		$274K Hold
8,752
– – 0.05% 147
2025
Q4 		$293K Hold
8,752
– – 0.05% 141
2025
Q3 		$281K Hold
8,752
– – 0.05% 146
2025
Q2 		$236K Hold
8,752
– – 0.05% 147
2025
Q1 		$236K Buy
8,752
+375
+4% +$10.7K 0.05% 147
2024
Q4 		$237K Buy
+8,377
New +$238K 0.05% 145

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 $1.66B AUM 13.15% 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

Ironwood Financial's SCHK Position: Q2 2026 in Review

Ironwood Financial reduced its Schwab 1000 Index ETF (SCHK) stake by 2.3% in Q2 2026, selling an estimated $7.16K and leaving 8,547 shares worth $309K. The position accounts for 0.05% of the portfolio, ranked #147.

Ironwood Financial first reported a position in SCHK in Q4 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Ironwood Financial held 8,547 shares of Schwab 1000 Index ETF worth $309K as of Q2 2026.
  • Ironwood Financial sold 205 Schwab 1000 Index ETF shares in Q2 2026, an estimated $7.16K.
  • Schwab 1000 Index ETF made up 0.05% of Ironwood Financial's portfolio in Q2 2026, its #147 holding.
  • Ironwood Financial first reported a position in Schwab 1000 Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.