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John Overdeck’s Schwab 1000 Index ETF SCHK Stock Holding History

John Overdeck’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
2025
Q3 		– Sell
-31,200
Closed -$930K – 3894
2025
Q2 		$930K Buy
+31,200
New +$860K ﹤0.01% 2292
2025
Q1 		– Sell
-438,200
Closed -$12.4M – 3459
2024
Q4 		$12.4M Buy
+438,200
New +$12.5M 0.03% 657

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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

John Overdeck's SCHK Position: Q3 2025 in Review

John Overdeck sold out of Schwab 1000 Index ETF (SCHK) in Q3 2025, closing a stake of 31,200 shares — an estimated $930K sold.

John Overdeck first reported a position in SCHK in Q4 2024 and held it in 2 quarters. The position peaked at $12.4M in Q4 2024. 225 funds tracked by Wall St. Rank hold SCHK as of Q3 2025.

  • John Overdeck reported no remaining Schwab 1000 Index ETF position as of Q3 2025 after selling out during the quarter.
  • John Overdeck sold 31,200 Schwab 1000 Index ETF shares in Q3 2025, an estimated $930K.
  • John Overdeck first reported a position in Schwab 1000 Index ETF in Q4 2024 and held it in 2 quarters.
  • John Overdeck's Schwab 1000 Index ETF position peaked at $12.4M in Q4 2024.
  • 225 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.