JFS Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

JFS Wealth 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	$68.9K	Buy	1,911 +1,517	+385%	+$53K	﹤0.01%	485
2026 Q1	$12.3K	Hold	394	–	–	﹤0.01%	870
2025 Q4	$12.9K	Hold	394	–	–	﹤0.01%	888
2025 Q3	$12.7K	Hold	394	–	–	﹤0.01%	829
2025 Q2	$11.8K	Hold	394	–	–	﹤0.01%	812
2025 Q1	$10.6K	Hold	394	–	–	﹤0.01%	866
2024 Q4	$11.2K	Hold	394	–	–	﹤0.01%	818
2024 Q3	$10.9K	Hold	394	–	–	﹤0.01%	824
2024 Q2	$10.3K	Hold	394	–	–	﹤0.01%	789
2024 Q1	$9.98K	Hold	394	–	–	﹤0.01%	818
2023 Q4	$9.07K	Hold	394	–	–	﹤0.01%	804
2023 Q3	$8.14K	Hold	394	–	–	﹤0.01%	797
2023 Q2	$8.43K	Hold	394	–	–	﹤0.01%	785
2023 Q1	$7.79K	Hold	394	–	–	﹤0.01%	808
2022 Q4	$7.28K	Hold	394	–	–	﹤0.01%	833
2022 Q3	$7K	Hold	394	–	–	﹤0.01%	872
2022 Q2	$7K	Hold	394	–	–	﹤0.01%	895
2022 Q1	$9K	Sell	394 -30	-7%	-$651	﹤0.01%	839
2021 Q4	$10K	Hold	424	–	–	﹤0.01%	689
2021 Q3	$9K	Buy	424 +30	+8%	+$657	﹤0.01%	662
2021 Q2	$8K	Hold	394	–	–	﹤0.01%	470
2021 Q1	$8K	Buy	+394	New	+$7.61K	﹤0.01%	440
2020 Q2	–	Sell	-1,516	Closed	-$19K	–	570
2020 Q1	$19K	Buy	1,516 +6	+0.4%	+$90	0.01%	280
2019 Q4	$24K	Buy	1,510 +16	+1%	+$242	0.01%	293
2019 Q3	$22K	Buy	1,494 +8	+0.5%	+$116	0.01%	289
2019 Q2	$21K	Hold	1,486	–	–	0.01%	299
2019 Q1	$21K	Buy	1,486 +842	+131%	+$11.3K	0.01%	295
2018 Q4	$8K	Buy	+644	New	+$8.52K	﹤0.01%	369

Other funds holding SCHK

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JFS Wealth Advisors's SCHK Position: Q2 2026 in Review

JFS Wealth Advisors increased its Schwab 1000 Index ETF (SCHK) stake by 385% in Q2 2026, buying an estimated $53K and bringing the position to 1,911 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

JFS Wealth Advisors first reported a position in SCHK in Q4 2018 and has held it in 28 quarters since. 267 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

JFS Wealth Advisors held 1,911 shares of Schwab 1000 Index ETF worth $68.9K as of Q2 2026.
JFS Wealth Advisors bought 1,517 Schwab 1000 Index ETF shares in Q2 2026, an estimated $53K.
Schwab 1000 Index ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #485 holding.
JFS Wealth Advisors first reported a position in Schwab 1000 Index ETF in Q4 2018 and has held it in 28 quarters since.
267 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.